Filed April 4, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,725 | $72,071+414.4% | $68,368+442.3% | $137,256+170.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 41.68% | 353.14%-311.5pp | 292.57%-250.9pp | 220.34%-178.7pp |
| Employer contribution / active EE | $11,323 | $2,788+306.1% | $2,649+327.4% | $4,156+172.4% |
| Participant deferral / active EE | $11,520 | $4,410+161.2% | $4,123+179.4% | $6,407+79.8% |
| Admin fee / account holder | $49,783 | $5,336+833.0% | $5,150+866.7% | $12,270+305.7% |