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 84-3745091 | Advisory (Plan) | $37,339 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $36,847 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS COMPANY INC Service code 60 | Sub-TA Fees | $0 |
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 | $133,278 | $95,880+39.0% | $107,525+24.0% | $85,563+55.8% |
| Participation rate | 84.6% | 70.1%+14.4pp | 75.1%+9.5pp | 66.0%+18.6pp |
| Annual return | 16.38% | 68.06%-51.7pp | 181.32%-164.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,376 | $3,812-37.7% | $3,754-36.7% | $2,654-10.5% |
| Participant deferral / active EE | $4,709 | $4,201+12.1% | $5,116-7.9% | $4,375+7.6% |
| Admin fee / account holder | $301 | $1,025-70.7% | $8,919-96.6% | $834-63.9% |