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 37 · EIN 04-2647786 | Loan Processing | $31,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,088 | $73,360+97.8% | $177,989-18.5% | $74,495+94.8% |
| Participation rate | 69.9% | 66.6%+3.2pp | 77.1%-7.2pp | 67.2%+2.7pp |
| Annual return | 11.93% | 17.49%-5.6pp | 294.48%-282.6pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,114 | $2,216-4.6% | $3,949-46.5% | $2,623-19.4% |
| Participant deferral / active EE | $6,021 | $4,513+33.4% | $6,276-4.1% | $4,346+38.5% |
| Admin fee / account holder | $1,542 | $1,808-14.7% | $10,363-85.1% | $1,942-20.6% |