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 | $64,480-16.2% | $81,382-33.6% | $80,856-33.2% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.5%-13.9pp | 67.6%-12.1pp |
| Annual return | 26.52% | 16.34%+10.2pp | 24.73%+1.8pp | 35.59%-9.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,053 | $3,094-1.3% | $3,883-21.4% | $4,296-28.9% |
| Admin fee / account holder | $2,964 | $5,671-47.7% | $5,768-48.6% | $6,918-57.2% |