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 26-0058143 | Advisory (Plan) | $57,107 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,838 | $44,897+13.2% | $84,966-40.2% | $199,593-74.5% |
| Participation rate | 16.2% | 45.7%-29.5pp | 67.5%-51.3pp | 72.0%-55.8pp |
| Annual return | 14.80% | 20.96%-6.2pp | 66.38%-51.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $564 | $1,365-58.7% | $2,727-79.3% | $3,034-81.4% |
| Participant deferral / active EE | $1,118 | $2,668-58.1% | $4,519-75.3% | $5,087-78.0% |
| Admin fee / account holder | $331 | $584-43.4% | $6,149-94.6% | $269+23.1% |