Filed February 8, 2023 (most recent of 2 filings on file)
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 4-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 | $26,120 | $53,127-50.8% | $86,590-69.8% | $70,131-62.8% |
| Participation rate | 82.2% | 65.3%+16.9pp | 73.5%+8.6pp | 69.5%+12.7pp |
| Annual return | 24.26% | 27.66%-3.4pp | 964.84%-940.6pp | 73.14%-48.9pp |
| Employer contribution / active EE | $1,188 | $2,068-42.6% | $2,839-58.2% | $2,342-49.3% |
| Participant deferral / active EE | $2,691 | $2,696-0.2% | $3,609-25.4% | $3,332-19.2% |
| Admin fee / account holder | $272 | $3,585-92.4% | $4,906-94.5% | $4,645-94.1% |