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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $87,420 |
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 | $157,083 | $132,049+19.0% | $200,582-21.7% | $74,304+111.4% |
| Participation rate | 78.8% | 84.1%-5.3pp | 86.9%-8.1pp | 60.3%+18.4pp |
| Annual return | 17.91% | 22.22%-4.3pp | 42.33%-24.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,234 | $4,558-51.0% | $6,419-65.2% | $2,241-0.3% |
| Participant deferral / active EE | $14,444 | $7,213+100.3% | $9,331+54.8% | $3,767+283.4% |
| Admin fee / account holder | $325 | $2,405-86.5% | $16,305-98.0% | $2,969-89.1% |