Filed May 6, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $161,301 | $107,334+50.3% | $92,893+73.6% | $152,861+5.5% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.4%-38.7pp |
| Annual return | 17.29% | 145.58%-128.3pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,237 | $4,845-33.2% | $4,236-23.6% | $5,850-44.7% |
| Admin fee / account holder | $29,969 | $7,079+323.3% | $5,794+417.2% | $11,596+158.4% |