Filed December 6, 2023
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 3-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 | $31,554 | $111,535-71.7% | $105,223-70.0% | $137,256-77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 33.43% | 237.85%-204.4pp | 180.65%-147.2pp | 220.34%-186.9pp |
| Employer contribution / active EE | $3,263 | $3,939-17.2% | $3,689-11.5% | $4,156-21.5% |
| Participant deferral / active EE | $5,867 | $5,500+6.7% | $5,072+15.7% | $6,407-8.4% |
| Admin fee / account holder | $168 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |