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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $83,850 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,332 |
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 | $133,481 | $87,870+51.9% | $113,168+17.9% | $74,304+79.6% |
| Participation rate | 95.5% | 70.7%+24.8pp | 76.6%+18.9pp | 60.3%+35.2pp |
| Annual return | 15.45% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,571 | $2,277+56.8% | $2,975+20.0% | $2,241+59.3% |
| Participant deferral / active EE | $9,630 | $4,241+127.1% | $5,107+88.6% | $3,767+155.6% |
| Admin fee / account holder | $310 | $3,368-90.8% | $12,068-97.4% | $2,969-89.6% |