Filed February 13, 2024
Total covered: 2 employees
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 | $80,106 | $109,359-26.7% | $162,163-50.6% | $72,985+9.8% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 16.53% | 25.46%-8.9pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,422 | $3,907-63.6% | $5,614-74.7% | $2,440-41.7% |
| Participant deferral / active EE | $2,885 | $5,481-47.4% | $7,298-60.5% | $3,607-20.0% |
| Admin fee / account holder | $115 | $7,972-98.6% | $10,843-98.9% | $5,124-97.7% |