Filed March 12, 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 9-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.
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 | $37,814 | $183,963-79.4% | $162,163-76.7% | $152,861-75.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.70% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,670 | $6,371-73.8% | $5,614-70.3% | $4,762-64.9% |
| Participant deferral / active EE | $9,750 | $8,034+21.4% | $7,298+33.6% | $5,850+66.7% |
| Admin fee / account holder | $145 | $13,121-98.9% | $10,843-98.7% | $11,596-98.7% |