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 | $98,310 | $99,020-0.7% | $86,590+13.5% | $147,584-33.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.71% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,288 | $3,132+68.9% | $2,839+86.3% | $4,876+8.4% |
| Participant deferral / active EE | $8,514 | $3,972+114.3% | $3,609+135.9% | $5,439+56.5% |
| Admin fee / account holder | $912 | $5,710-84.0% | $4,906-81.4% | $10,885-91.6% |