Filed May 2, 2017
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 | $77,340 | $96,484-19.8% | $75,886+1.9% | $152,861-49.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 29.33% | 33.98%-4.7pp | 30.76%-1.4pp | 345.32%-316.0pp |
| Employer contribution / active EE | $7,098 | $3,309+114.5% | $2,500+183.9% | $4,762+49.0% |
| Participant deferral / active EE | $9,937 | $4,553+118.3% | $3,603+175.8% | $5,850+69.9% |
| Admin fee / account holder | $10 | $8,078-99.9% | $5,418-99.8% | $11,596-99.9% |