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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $63,008 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,086 |
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 | $126,702 | $88,083+43.8% | $164,813-23.1% | $74,495+70.1% |
| Participation rate | 97.5% | 73.0%+24.4pp | 78.6%+18.8pp | 67.2%+30.3pp |
| Annual return | 95.40% | 17.26%+78.1pp | 69.93%+25.5pp | 1364.94%-1269.5pp |
| Employer contribution / active EE | $2,868 | $2,593+10.6% | $4,341-33.9% | $2,623+9.3% |
| Participant deferral / active EE | $9,399 | $4,498+109.0% | $6,031+55.8% | $4,346+116.3% |
| Admin fee / account holder | $358 | $2,234-84.0% | $12,690-97.2% | $1,942-81.6% |