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 | $327,711 | $162,781+101.3% | $133,956+144.6% | $158,922+106.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.65% | 41.94%-22.3pp | 45.09%-25.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $18,950 | $4,975+280.9% | $3,919+383.6% | $4,761+298.0% |
| Participant deferral / active EE | $17,605 | $5,911+197.8% | $5,048+248.8% | $5,982+194.3% |
| Admin fee / account holder | $1,748 | $11,736-85.1% | $8,927-80.4% | $11,246-84.5% |