Filed April 24, 2025 (most recent of 5 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,045 | $64,517-16.2% | $81,438-33.6% | $80,874-33.2% |
| Participation rate | 55.6% | 63.9%-8.4pp | 69.5%-14.0pp | 67.6%-12.1pp |
| Annual return | 26.52% | 16.35%+10.2pp | 24.74%+1.8pp | 35.62%-9.1pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,053 | $3,096-1.4% | $3,883-21.4% | $4,297-29.0% |
| Admin fee / account holder | $2,964 | $5,677-47.8% | $5,764-48.6% | $6,935-57.3% |