Filed June 27, 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 | $27,462 | $99,341-72.4% | $84,750-67.6% | $273,961-90.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 26.53% | 22.93%+3.6pp | 22.78%+3.8pp | 41.45%-14.9pp |
| Employer contribution / active EE | $2,570 | $4,214-39.0% | $3,574-28.1% | $4,869-47.2% |
| Participant deferral / active EE | $4,773 | $4,269+11.8% | $3,712+28.6% | $5,287-9.7% |
| Admin fee / account holder | $625 | $6,644-90.6% | $5,332-88.3% | $10,132-93.8% |