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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2647786 | Advisory (Plan) | $29,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,793 | $95,416-51.0% | $185,823-74.8% | $85,850-45.5% |
| Participation rate | 92.5% | 68.8%+23.7pp | 81.7%+10.8pp | 69.3%+23.2pp |
| Annual return | 24.00% | 23.59%+0.4pp | 122.05%-98.1pp | 318.53%-294.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,061 | $3,423-39.8% | $5,568-63.0% | $3,952-47.8% |
| Admin fee / account holder | $331 | $7,213-95.4% | $16,237-98.0% | $6,260-94.7% |