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 | $90,674-23.0% | $96,707-27.8% | $82,448-15.3% |
| Participation rate | 97.1% | 75.9%+21.2pp | 80.4%+16.7pp | 68.1%+29.0pp |
| Annual return | 18.47% | 49.05%-30.6pp | 34.78%-16.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,186 | $3,975-19.8% | $4,191-24.0% | $2,551+24.9% |
| Participant deferral / active EE | $7,209 | $5,696+26.6% | $5,997+20.2% | $4,139+74.2% |
| Admin fee / account holder | $6,840 | $7,568-9.6% | $7,503-8.8% | $7,234-5.4% |