Filed December 27, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,849 | $109,327+164.2% | $89,391+223.1% | $158,922+81.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.54% | 345.68%-330.1pp | 245.62%-230.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $16,068 | $3,170+406.9% | $2,586+521.4% | $4,761+237.5% |
| Participant deferral / active EE | $16,304 | $4,598+254.6% | $3,890+319.1% | $5,982+172.5% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |