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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,040 | $71,142-63.4% | $119,609-78.2% | $64,808-59.8% |
| Participation rate | 62.2% | 78.6%-16.4pp | 79.3%-17.0pp | 71.5%-9.2pp |
| Annual return | -15.06% | -10.01%-5.1pp | -14.97%-0.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,600 | $2,497-35.9% | $4,232-62.2% | $2,506-36.2% |
| Participant deferral / active EE | $3,221 | $4,490-28.3% | $5,602-42.5% | $4,310-25.3% |
| Admin fee / account holder | $3 | $162-98.3% | $10,323-100.0% | $188-98.5% |