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 | $47,012 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,068 | $79,013-26.5% | $100,391-42.2% | $74,495-22.1% |
| Participation rate | 79.0% | 79.5%-0.4pp | 81.5%-2.4pp | 67.2%+11.8pp |
| Annual return | 15.86% | 20.41%-4.5pp | 49.20%-33.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,581 | $7,760+23.5% | $8,082+18.6% | $4,346+120.5% |
| Admin fee / account holder | $317 | $1,320-76.0% | $7,899-96.0% | $1,942-83.7% |