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 60 · EIN 04-2647786 | Sub-TA Fees | $2,117 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,813 | $112,623-63.8% | $106,213-61.6% | $199,593-79.6% |
| Participation rate | 85.0% | 86.2%-1.3pp | 75.3%+9.7pp | 72.0%+13.0pp |
| Annual return | 15.28% | 15.57%-0.3pp | 116.14%-100.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $2,041 | $4,575-55.4% | $3,171-35.6% | $3,034-32.7% |
| Participant deferral / active EE | $3,900 | $6,659-41.4% | $5,016-22.3% | $5,087-23.3% |
| Admin fee / account holder | $2 | $107-98.5% | $11,033-100.0% | $269-99.4% |