Filed December 18, 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.
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 | $79,210 | $78,705+0.6% | $117,854-32.8% | $70,131+12.9% |
| Participation rate | 84.9% | 73.2%+11.7pp | 79.7%+5.2pp | 69.5%+15.4pp |
| Annual return | 13.74% | 23.30%-9.6pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,079 | $2,223+83.5% | $3,786+7.7% | $2,342+74.1% |
| Participant deferral / active EE | $5,900 | $3,297+78.9% | $4,482+31.6% | $3,332+77.1% |
| Admin fee / account holder | $6,166 | $5,065+21.7% | $8,020-23.1% | $4,645+32.7% |