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 | $46,976 | $65,365-28.1% | $92,893-49.4% | $72,985-35.6% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 22.16% | 42.10%-19.9pp | 109.41%-87.3pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,429 | $2,594+32.2% | $3,653-6.1% | $2,440+40.5% |
| Participant deferral / active EE | $4,743 | $3,128+51.6% | $4,236+12.0% | $3,607+31.5% |
| Admin fee / account holder | $1,796 | $4,251-57.8% | $5,794-69.0% | $5,124-65.0% |