Filed January 20, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,515 | $81,900-21.2% | $119,609-46.1% | $68,494-5.8% |
| Participation rate | 78.8% | 71.9%+7.0pp | 79.3%-0.4pp | 67.9%+11.0pp |
| Annual return | -20.90% | -23.82%+2.9pp | -14.97%-5.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,684 | $2,693-37.5% | $4,232-60.2% | $2,596-35.1% |
| Participant deferral / active EE | $4,105 | $4,148-1.0% | $5,602-26.7% | $4,027+1.9% |
| Admin fee / account holder | $2,767 | $6,582-58.0% | $10,323-73.2% | $5,403-48.8% |