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 60 · EIN 04-2647786 | Sub-TA Fees | $8,924 |
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 | $32,363 | $50,815-36.3% | $155,509-79.2% | $77,643-58.3% |
| Participation rate | 71.6% | 63.1%+8.5pp | 78.2%-6.6pp | 70.6%+1.0pp |
| Annual return | 11.97% | 34.80%-22.8pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $953 | $1,993-52.2% | $4,672-79.6% | $2,726-65.1% |
| Participant deferral / active EE | $2,008 | $2,822-28.8% | $5,626-64.3% | $4,647-56.8% |
| Admin fee / account holder | $34 | $437-92.2% | $15,912-99.8% | $430-92.0% |