Filed December 12, 2024
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,195 | $171,865+26.4% | $149,718+45.1% | $147,584+47.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.46% | 2113.22%-2093.8pp | 1501.63%-1482.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $12,165 | $6,275+93.9% | $5,445+123.4% | $4,876+149.5% |
| Participant deferral / active EE | $7,761 | $7,271+6.7% | $6,569+18.1% | $5,439+42.7% |
| Admin fee / account holder | $3,326 | $13,799-75.9% | $11,283-70.5% | $10,885-69.4% |