Filed May 5, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,263 | $80,753-66.2% | $136,294-80.0% | $62,292-56.2% |
| Participation rate | 74.7% | 73.5%+1.2pp | 81.9%-7.2pp | 69.5%+5.2pp |
| Annual return | 301.10% | 35.83%+265.3pp | 5155.94%-4854.8pp | 28.90%+272.2pp |
| Employer contribution / active EE | $2,425 | $2,884-15.9% | $4,695-48.4% | $2,042+18.7% |
| Participant deferral / active EE | $8,240 | $5,164+59.6% | $6,247+31.9% | $3,169+160.0% |
| Admin fee / account holder | $904 | $525+72.0% | $9,243-90.2% | $479+88.5% |