Filed March 3, 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,301 | $50,666-20.5% | $76,817-47.5% | $65,185-38.2% |
| Participation rate | 96.3% | 68.8%+27.5pp | 72.1%+24.2pp | 70.2%+26.1pp |
| Annual return | 3.56% | 28.51%-24.9pp | 1166.11%-1162.5pp | 29.38%-25.8pp |
| Employer contribution / active EE | $1,884 | $1,575+19.6% | $2,302-18.1% | $2,177-13.4% |
| Participant deferral / active EE | $3,724 | $2,647+40.7% | $3,336+11.6% | $3,514+6.0% |
| Admin fee / account holder | $362 | $463-21.7% | $6,420-94.4% | $847-57.2% |