Filed November 6, 2024
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 | $92,838 | $183,963-49.5% | $162,163-42.8% | $152,861-39.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.17% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $6,512 | $6,371+2.2% | $5,614+16.0% | $4,762+36.7% |
| Participant deferral / active EE | $9,516 | $8,034+18.5% | $7,298+30.4% | $5,850+62.7% |
| Admin fee / account holder | $439 | $13,121-96.7% | $10,843-95.9% | $11,596-96.2% |