Filed July 26, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,503 | $75,183-72.7% | $123,892-83.5% | $55,167-62.8% |
| Participation rate | 85.3% | 72.8%+12.5pp | 81.4%+3.9pp | 69.0%+16.3pp |
| Annual return | 14.23% | 19.01%-4.8pp | 47.52%-33.3pp | 169.23%-155.0pp |
| Employer contribution / active EE | $1,720 | $2,823-39.1% | $4,617-62.7% | $1,963-12.3% |
| Participant deferral / active EE | $3,972 | $5,084-21.9% | $5,984-33.6% | $3,054+30.1% |
| Admin fee / account holder | $139 | $663-78.9% | $8,357-98.3% | $504-72.3% |