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 | $210 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,076 | $67,331+36.8% | $60,874+51.3% | $134,475-31.5% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -12.84% | 49.93%-62.8pp | 16.90%-29.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $781 | $3,096-74.8% | $2,701-71.1% | $4,740-83.5% |
| Participant deferral / active EE | $829 | $4,538-81.7% | $3,817-78.3% | $6,400-87.0% |
| Admin fee / account holder | $8,990 | $4,582+96.2% | $3,224+178.8% | $11,426-21.3% |