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.
| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC6 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 · EIN 82-4882966 | Advisory (Plan) | $82,908 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,245 | $106,028-20.5% | $146,958-42.7% | $77,643+8.5% |
| Participation rate | 92.6% | 78.4%+14.2pp | 82.2%+10.5pp | 70.6%+22.0pp |
| Annual return | 17.16% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,705 | $4,063-33.4% | $4,933-45.2% | $2,726-0.7% |
| Participant deferral / active EE | $8,943 | $7,990+11.9% | $8,070+10.8% | $4,647+92.4% |
| Admin fee / account holder | $310 | $337-8.1% | $12,998-97.6% | $430-28.0% |