Filed January 13, 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.)
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 | $51,169 | $58,512-12.5% | $84,015-39.1% | $72,985-29.9% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 19.86% | 28.93%-9.1pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,844 | $1,163+58.5% | $1,983-7.0% | $2,440-24.4% |
| Participant deferral / active EE | $3,296 | $2,394+37.7% | $3,239+1.8% | $3,607-8.6% |
| Admin fee / account holder | $648 | $4,569-85.8% | $6,101-89.4% | $5,124-87.4% |