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 | $46,331 | $72,277-35.9% | $101,248-54.2% | $79,858-42.0% |
| Participation rate | 74.5% | 68.5%+6.0pp | 75.8%-1.3pp | 69.6%+4.8pp |
| Annual return | 16.39% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,656 | $2,692-1.3% | $3,660-27.4% | $2,471+7.5% |
| Participant deferral / active EE | $3,610 | $3,282+10.0% | $4,370-17.4% | $3,740-3.5% |
| Admin fee / account holder | $3,953 | $4,400-10.2% | $5,945-33.5% | $5,306-25.5% |