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 16-1576223 | Advisory (Plan) | $120,315 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,869 |
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 | $91,746 | $45,031+103.7% | $84,966+8.0% | $77,643+18.2% |
| Participation rate | 84.2% | 48.7%+35.5pp | 67.5%+16.7pp | 70.6%+13.7pp |
| Annual return | 13.31% | 79.22%-65.9pp | 66.38%-53.1pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,209 | $1,609-24.9% | $2,727-55.7% | $2,726-55.7% |
| Participant deferral / active EE | $4,388 | $2,807+56.3% | $4,519-2.9% | $4,647-5.6% |
| Admin fee / account holder | $447 | $912-51.0% | $6,149-92.7% | $430+3.8% |