Filed September 25, 2015
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,723 | $109,817-40.2% | $98,442-33.2% | $167,490-60.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.39% | 1956.69%-1949.3pp | 1492.73%-1485.3pp | 478.56%-471.2pp |
| Employer contribution / active EE | $3,230 | $3,224+0.2% | $2,960+9.1% | $4,837-33.2% |
| Participant deferral / active EE | $8,225 | $4,673+76.0% | $4,276+92.3% | $6,341+29.7% |
| Admin fee / account holder | $277 | $6,753-95.9% | $5,949-95.3% | $12,309-97.7% |