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 8-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 INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,079 |
KAIROS CAPITAL ADVISORS LLC6 years Service code 27 · EIN 51-0539978 | Advisory (Plan) | $23,610 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,193 | $73,397-31.6% | $178,014-71.8% | $74,546-32.7% |
| Participation rate | 64.0% | 66.6%-2.6pp | 77.1%-13.1pp | 67.2%-3.2pp |
| Annual return | 11.77% | 17.49%-5.7pp | 294.80%-283.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $555 | $2,217-75.0% | $3,950-86.0% | $2,624-78.9% |
| Participant deferral / active EE | $3,794 | $4,512-15.9% | $6,276-39.5% | $4,347-12.7% |
| Admin fee / account holder | $360 | $1,809-80.1% | $10,362-96.5% | $1,944-81.5% |