Filed June 24, 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 5-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 | $67,098 | $81,446-17.6% | $103,374-35.1% | $80,874-17.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.66% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $11,050 | $3,107+255.6% | $3,869+185.6% | $2,756+301.0% |
| Participant deferral / active EE | $5,766 | $3,870+49.0% | $5,058+14.0% | $4,297+34.2% |
| Admin fee / account holder | $2,562 | $6,715-61.8% | $8,394-69.5% | $6,935-63.1% |