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 | $40,783 | $77,899-47.6% | $149,673-72.8% | $75,163-45.7% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.9pp | 67.2%+30.4pp |
| Annual return | 17.57% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $975 | $3,137-68.9% | $4,818-79.8% | $2,670-63.5% |
| Participant deferral / active EE | $5,449 | $3,411+59.8% | $5,680-4.1% | $4,125+32.1% |
| Admin fee / account holder | $2,677 | $5,956-55.1% | $13,210-79.7% | $5,651-52.6% |