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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $79,491 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,130 |
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 | $104,662 | $106,028-1.3% | $146,958-28.8% | $77,643+34.8% |
| Participation rate | 89.8% | 78.4%+11.4pp | 82.2%+7.6pp | 70.6%+19.2pp |
| Annual return | 18.28% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $5,475 | $4,063+34.8% | $4,933+11.0% | $2,726+100.9% |
| Participant deferral / active EE | $13,547 | $7,990+69.5% | $8,070+67.9% | $4,647+191.5% |
| Admin fee / account holder | $341 | $337+0.9% | $12,998-97.4% | $430-20.9% |