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) | $33,086 |
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 | $37,344 | $73,867-49.4% | $143,757-74.0% | $68,494-45.5% |
| Participation rate | 85.2% | 66.7%+18.6pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -14.20% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,103 | $3,184-65.3% | $4,951-77.7% | $2,596-57.5% |
| Participant deferral / active EE | $2,595 | $3,384-23.3% | $5,637-54.0% | $4,027-35.6% |
| Admin fee / account holder | $334 | $5,755-94.2% | $14,673-97.7% | $5,403-93.8% |