Filed January 2, 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 4-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 | $69,858 | $93,170-25.0% | $100,534-30.5% | $84,808-17.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 80.6%+16.5pp | 68.3%+28.8pp |
| Annual return | 18.47% | 47.13%-28.7pp | 32.66%-14.2pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,186 | $3,985-20.0% | $4,346-26.7% | $2,631+21.1% |
| Participant deferral / active EE | $7,209 | $5,699+26.5% | $6,144+17.3% | $4,212+71.2% |
| Admin fee / account holder | $6,840 | $7,382-7.3% | $7,654-10.6% | $7,344-6.9% |