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 | $255 |
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 | $92,918 | $77,419+20.0% | $69,455+33.8% | $152,861-39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.93% | 39.06%-21.1pp | 28.97%-11.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,582 | $3,315-52.3% | $2,779-43.1% | $4,762-66.8% |
| Participant deferral / active EE | $3,082 | $4,414-30.2% | $3,535-12.8% | $5,850-47.3% |
| Admin fee / account holder | $2,216 | $6,207-64.3% | $3,839-42.3% | $11,596-80.9% |