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 3-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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,643 | $153,311-87.2% | $109,313-82.0% | $273,961-92.8% |
| Participation rate | 91.3% | 80.1%+11.2pp | 71.3%+20.0pp | 83.0%+8.3pp |
| Annual return | 2.48% | 29.86%-27.4pp | 22.07%-19.6pp | 41.45%-39.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,928 | $3,932+101.6% | $3,166+150.4% | $5,287+49.9% |
| Admin fee / account holder | $325 | $8,076-96.0% | $5,666-94.3% | $10,132-96.8% |