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 | $103,992 | $96,635+7.6% | $86,612+20.1% | $139,434-25.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.80% | 106.41%-93.6pp | 591.07%-578.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,184 | $3,263+58.9% | $3,022+71.5% | $4,751+9.1% |
| Participant deferral / active EE | $7,153 | $4,836+47.9% | $4,438+61.2% | $6,710+6.6% |
| Admin fee / account holder | $1,325 | $6,408-79.3% | $5,614-76.4% | $11,403-88.4% |