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 | $176,195 |
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 | $147,066 | $106,028+38.7% | $146,958+0.1% | $77,643+89.4% |
| Participation rate | 74.4% | 78.4%-3.9pp | 82.2%-7.7pp | 70.6%+3.9pp |
| Annual return | 19.10% | 56.73%-37.6pp | 418.34%-399.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $5,122 | $4,063+26.1% | $4,933+3.8% | $2,726+87.9% |
| Participant deferral / active EE | $12,310 | $7,990+54.1% | $8,070+52.5% | $4,647+164.9% |
| Admin fee / account holder | $316 | $337-6.3% | $12,998-97.6% | $430-26.5% |