Filed February 10, 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.
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 | $71,124 | $101,069-29.6% | $81,478-12.7% | $147,584-51.8% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 16.45% | 32.40%-16.0pp | 38.78%-22.3pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,429 | $3,205-24.2% | $2,568-5.4% | $4,876-50.2% |
| Participant deferral / active EE | $6,153 | $4,242+45.1% | $3,537+74.0% | $5,439+13.1% |
| Admin fee / account holder | $112 | $5,812-98.1% | $4,561-97.5% | $10,885-99.0% |