Filed March 28, 2025
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,275 | $61,272-47.3% | $149,673-78.4% | $71,457-54.8% |
| Participation rate | 91.5% | 62.5%+29.0pp | 78.8%+12.8pp | 67.9%+23.6pp |
| Annual return | 44.48% | 35.85%+8.6pp | 134.42%-89.9pp | 28.85%+15.6pp |
| Employer contribution / active EE | $745 | $2,378-68.7% | $4,818-84.5% | $2,588-71.2% |
| Participant deferral / active EE | $1,738 | $2,917-40.4% | $5,680-69.4% | $4,289-59.5% |
| Admin fee / account holder | $27 | $1,261-97.9% | $13,210-99.8% | $1,587-98.3% |