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 04-2675571 | Advisory (Plan) | $49,622 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,383 |
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 | $153,292 | $88,581+73.1% | $145,661+5.2% | $74,304+106.3% |
| Participation rate | 93.7% | 64.9%+28.7pp | 77.2%+16.5pp | 60.3%+33.3pp |
| Annual return | 18.87% | 34.30%-15.4pp | 101.46%-82.6pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,080 | $2,612-58.7% | $4,238-74.5% | $2,241-51.8% |
| Participant deferral / active EE | $6,573 | $4,151+58.3% | $7,198-8.7% | $3,767+74.5% |
| Admin fee / account holder | $389 | $2,953-86.8% | $12,466-96.9% | $2,969-86.9% |