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 5-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 WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $39,032 |
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 | $67,233 | $109,881-38.8% | $150,045-55.2% | $84,808-20.7% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 18.58% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,280 | $3,561+48.3% | $4,693+12.5% | $2,631+100.7% |
| Participant deferral / active EE | $11,516 | $6,636+73.5% | $7,997+44.0% | $4,212+173.4% |
| Admin fee / account holder | $402 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |