Filed March 3, 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 | $222,791 | $90,503+146.2% | $78,689+183.1% | $273,961-18.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.64% | 75.60%-66.0pp | 62.18%-52.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $10,385 | $3,176+227.0% | $2,851+264.3% | $4,869+113.3% |
| Participant deferral / active EE | $9,958 | $3,901+155.3% | $3,517+183.2% | $5,287+88.3% |
| Admin fee / account holder | $2,158 | $5,263-59.0% | $4,510-52.2% | $10,132-78.7% |