Filed May 12, 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.)
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 | $43,111 | $127,386-66.2% | $115,037-62.5% | $125,391-65.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.08% | 31.28%-30.2pp | 26.14%-25.1pp | 282.22%-281.1pp |
| Employer contribution / active EE | $9,035 | $5,166+74.9% | $4,608+96.1% | $4,866+85.7% |
| Participant deferral / active EE | $3,845 | $6,423-40.1% | $6,026-36.2% | $5,352-28.1% |
| Admin fee / account holder | $28,751 | $9,516+202.1% | $8,175+251.7% | $9,540+201.4% |