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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,394 | $73,515+44.7% | $62,995+68.9% | $147,584-27.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.53% | 175.43%-158.9pp | 87.57%-71.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,429 | $3,320-26.8% | $2,759-11.9% | $4,876-50.2% |
| Participant deferral / active EE | $2,814 | $4,185-32.8% | $3,329-15.5% | $5,439-48.3% |
| Admin fee / account holder | $3,813 | $5,953-36.0% | $3,600+5.9% | $10,885-65.0% |