Filed August 24, 2021 (most recent of 4 filings on file)
Total covered: 4 employees
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,271 | $62,586+89.0% | $76,768+54.1% | $64,186+84.3% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | -7.39% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,159 | $1,832-36.7% | $2,485-53.4% | $2,381-51.3% |
| Participant deferral / active EE | $4,525 | $3,145+43.9% | $3,852+17.5% | $3,470+30.4% |
| Admin fee / account holder | $50 | $4,667-98.9% | $6,675-99.3% | $4,888-99.0% |