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 59-2937883 | Advisory (Plan) | $29,608 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,188 |
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 | $127,804 | $78,976+61.8% | $100,383+27.3% | $74,546+71.4% |
| Participation rate | 81.8% | 79.5%+2.3pp | 81.5%+0.3pp | 67.2%+14.6pp |
| Annual return | 13.49% | 20.62%-7.1pp | 49.26%-35.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,069 | $3,019-64.6% | $3,944-72.9% | $2,624-59.3% |
| Participant deferral / active EE | $7,252 | $7,758-6.5% | $8,086-10.3% | $4,347+66.8% |
| Admin fee / account holder | $527 | $1,330-60.4% | $7,900-93.3% | $1,944-72.9% |