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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $19,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,680 | $89,808+159.1% | $100,391+131.8% | $77,643+199.7% |
| Participation rate | 61.5% | 81.2%-19.7pp | 81.5%-20.0pp | 70.6%-9.0pp |
| Annual return | 14.16% | 20.62%-6.5pp | 49.20%-35.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $4,393 | $3,039+44.6% | $3,942+11.5% | $2,726+61.2% |
| Participant deferral / active EE | $5,752 | $8,284-30.6% | $8,082-28.8% | $4,647+23.8% |
| Admin fee / account holder | $34 | $174-80.7% | $7,899-99.6% | $430-92.2% |