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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INS. OPER. CO Service code 27 · EIN 04-2647786 | Advisory (Plan) | $37,265 |
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 | $47,757 | $66,124-27.8% | $90,404-47.2% | $73,488-35.0% |
| Participation rate | 45.7% | 69.7%-24.0pp | 72.7%-27.0pp | 70.7%-25.0pp |
| Annual return | 15.93% | 17.65%-1.7pp | 1293.02%-1277.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,072 | $2,346-54.3% | $3,262-67.1% | $2,270-52.8% |
| Participant deferral / active EE | $1,736 | $3,039-42.9% | $3,963-56.2% | $3,740-53.6% |
| Admin fee / account holder | $355 | $396-10.4% | $5,611-93.7% | $513-30.8% |