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 | $90,508 | $81,632+10.9% | $70,449+28.5% | $158,922-43.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.98% | 208.40%-193.4pp | 109.03%-94.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,230 | $3,217-61.8% | $2,737-55.1% | $4,761-74.2% |
| Participant deferral / active EE | $2,405 | $4,554-47.2% | $3,709-35.2% | $5,982-59.8% |
| Admin fee / account holder | $1,801 | $6,193-70.9% | $3,845-53.2% | $11,246-84.0% |