Filed January 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,556 | $48,335-59.5% | $121,098-83.9% | $71,457-72.6% |
| Participation rate | 95.9% | 54.3%+41.7pp | 69.5%+26.4pp | 67.9%+28.0pp |
| Annual return | 22.68% | 23.32%-0.6pp | 985.75%-963.1pp | 28.85%-6.2pp |
| Employer contribution / active EE | $2,088 | $1,489+40.2% | $4,164-49.9% | $2,588-19.3% |
| Participant deferral / active EE | $2,542 | $2,754-7.7% | $4,080-37.7% | $4,289-40.7% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |