Filed March 14, 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 | $39,182 | $91,190-57.0% | $178,490-78.0% | $79,858-50.9% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 13.72% | 24.19%-10.5pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $659 | $3,256-79.8% | $5,011-86.8% | $2,471-73.3% |
| Participant deferral / active EE | $5,300 | $3,236+63.8% | $5,202+1.9% | $3,740+41.7% |
| Admin fee / account holder | $1,676 | $6,751-75.2% | $13,984-88.0% | $5,306-68.4% |