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 | $223,583 | $183,963+21.5% | $162,163+37.9% | $152,861+46.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 26.19% | 150.76%-124.6pp | 115.59%-89.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $6,374 | $6,371+0.1% | $5,614+13.5% | $4,762+33.8% |
| Participant deferral / active EE | $9,484 | $8,034+18.0% | $7,298+29.9% | $5,850+62.1% |
| Admin fee / account holder | $8,742 | $13,121-33.4% | $10,843-19.4% | $11,596-24.6% |