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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $323,962 | $142,344+127.6% | $119,609+170.9% | $134,475+140.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.21% | -12.44%-8.8pp | -14.97%-6.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $22,247 | $5,222+326.0% | $4,232+425.7% | $4,740+369.4% |
| Participant deferral / active EE | $18,346 | $6,469+183.6% | $5,602+227.5% | $6,400+186.7% |
| Admin fee / account holder | $5,920 | $13,584-56.4% | $10,323-42.7% | $11,426-48.2% |