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 | $42,901 | $54,590-21.4% | $81,930-47.6% | $73,488-41.6% |
| Participation rate | 99.1% | 68.3%+30.8pp | 72.0%+27.1pp | 70.7%+28.4pp |
| Annual return | 9.58% | 17.74%-8.2pp | 29.49%-19.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,901 | $1,636+16.2% | $4,310-55.9% | $2,270-16.3% |
| Participant deferral / active EE | $4,017 | $2,759+45.6% | $7,107-43.5% | $3,740+7.4% |
| Admin fee / account holder | $379 | $592-36.0% | $5,158-92.7% | $513-26.1% |