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 | $406,194 | $154,117+163.6% | $129,995+212.5% | $139,434+191.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.82% | 32.48%-8.7pp | -137.18%+161.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $20,569 | $5,289+288.9% | $4,320+376.2% | $4,751+333.0% |
| Participant deferral / active EE | $17,852 | $6,710+166.1% | $5,820+206.7% | $6,710+166.0% |
| Admin fee / account holder | $1,342 | $14,007-90.4% | $10,614-87.4% | $11,403-88.2% |