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 | $102,996 | $54,350+89.5% | $82,719+24.5% | $68,494+50.4% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -10.06% | -13.67%+3.6pp | 701.18%-711.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $6,326 | $2,218+185.2% | $3,009+110.2% | $2,596+143.6% |
| Participant deferral / active EE | $3,694 | $3,246+13.8% | $4,395-16.0% | $4,027-8.3% |
| Admin fee / account holder | $2,330 | $4,395-47.0% | $5,329-56.3% | $5,403-56.9% |