Filed January 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.
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 | $23,740 | $96,635-75.4% | $86,612-72.6% | $139,434-83.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 15.12% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,934 | $3,263-40.7% | $3,022-36.0% | $4,751-59.3% |
| Participant deferral / active EE | $5,344 | $4,836+10.5% | $4,438+20.4% | $6,710-20.4% |
| Admin fee / account holder | $375 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |