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 37 · EIN 04-2647786 | Loan Processing | $24,693 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,097 |
Service code 10 · EIN 56-0571159 | Accounting | $11,000 |
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 | $101,451 | $78,485+29.3% | $106,213-4.5% | $74,495+36.2% |
| Participation rate | 87.4% | 72.8%+14.6pp | 75.3%+12.1pp | 67.2%+20.2pp |
| Annual return | 11.79% | 15.95%-4.2pp | 116.14%-104.3pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,493 | $2,523-40.8% | $3,171-52.9% | $2,623-43.1% |
| Participant deferral / active EE | $4,775 | $4,322+10.5% | $5,016-4.8% | $4,346+9.9% |
| Admin fee / account holder | $367 | $2,232-83.6% | $11,033-96.7% | $1,942-81.1% |