Filed February 27, 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 | $162,797 | $88,751+83.4% | $81,812+99.0% | $145,922+11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 53.72% | 1025.40%-971.7pp | 773.79%-720.1pp | 561.29%-507.6pp |
| Employer contribution / active EE | $9,044 | $3,083+193.3% | $2,912+210.5% | $4,660+94.1% |
| Participant deferral / active EE | $19,105 | $4,643+311.5% | $4,319+342.4% | $6,688+185.7% |
| Admin fee / account holder | $25,860 | $8,415+207.3% | $7,386+250.1% | $13,397+93.0% |