Filed April 15, 2024
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 | $258,754 | $114,381+126.2% | $107,525+140.6% | $142,382+81.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 17.66% | 242.71%-225.0pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,220 | $4,015-19.8% | $3,754-14.2% | $4,299-25.1% |
| Participant deferral / active EE | $6,395 | $5,564+14.9% | $5,116+25.0% | $6,507-1.7% |
| Admin fee / account holder | $8 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |