Filed April 22, 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $832,840 | $114,237+629.0% | $119,258+598.4% | $167,490+397.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.04% | 29.87%-20.8pp | 30.69%-21.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $16,449 | $4,481+267.1% | $4,384+275.2% | $4,837+240.0% |
| Participant deferral / active EE | $19,645 | $6,084+222.9% | $6,111+221.5% | $6,341+209.8% |
| Admin fee / account holder | $25,000 | $8,932+179.9% | $7,226+246.0% | $12,309+103.1% |