Filed March 18, 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 | $86,308 | $84,695+1.9% | $73,843+16.9% | $125,391-31.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.78% | 3123.53%-3121.7pp | 2267.84%-2266.1pp | 282.22%-280.4pp |
| Employer contribution / active EE | $5,660 | $3,123+81.2% | $2,787+103.1% | $4,866+16.3% |
| Participant deferral / active EE | $7,016 | $3,992+75.7% | $3,583+95.8% | $5,352+31.1% |
| Admin fee / account holder | $2,899 | $5,691-49.1% | $4,880-40.6% | $9,540-69.6% |