Filed April 29, 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 | $256,866 | $152,587+68.3% | $125,175+105.2% | $152,861+68.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.26% | 54.84%-31.6pp | 43.79%-20.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $14,550 | $4,946+194.2% | $3,865+276.4% | $4,762+205.5% |
| Participant deferral / active EE | $13,638 | $5,868+132.4% | $4,937+176.3% | $5,850+133.1% |
| Admin fee / account holder | $10,324 | $13,434-23.1% | $9,702+6.4% | $11,596-11.0% |