Filed November 19, 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.
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 | $58,254 | $79,171-26.4% | $102,423-43.1% | $74,495-21.8% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 117.07% | 54.93%+62.1pp | 29.32%+87.7pp | 1364.94%-1247.9pp |
| Employer contribution / active EE | $1,795 | $2,362-24.0% | $3,023-40.6% | $2,623-31.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |