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 | $547,509 | $179,726+204.6% | $156,263+250.4% | $142,382+284.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.59% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $21,080 | $5,069+315.8% | $4,333+386.5% | $4,299+390.3% |
| Participant deferral / active EE | $16,832 | $6,956+142.0% | $6,158+173.3% | $6,507+158.7% |
| Admin fee / account holder | $1,172 | $17,272-93.2% | $14,255-91.8% | $12,624-90.7% |