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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,424 | $108,549-14.9% | $156,263-40.9% | $85,563+8.0% |
| Participation rate | 49.0% | 77.1%-28.1pp | 78.9%-29.9pp | 66.0%-17.0pp |
| Annual return | 17.34% | 21.79%-4.4pp | 59.47%-42.1pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,323 | $2,690-50.8% | $4,333-69.5% | $2,654-50.1% |
| Participant deferral / active EE | $2,289 | $4,800-52.3% | $6,158-62.8% | $4,375-47.7% |
| Admin fee / account holder | $4 | $650-99.4% | $14,255-100.0% | $834-99.5% |