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 35-2552359 | Advisory (Plan) | $30,471 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,789 |
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 | $133,537 | $86,929+53.6% | $102,423+30.4% | $80,856+65.2% |
| Participation rate | 81.7% | 72.4%+9.3pp | 76.5%+5.2pp | 67.6%+14.1pp |
| Annual return | 14.81% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,339 | $2,369-1.3% | $3,023-22.6% | $2,755-15.1% |
| Participant deferral / active EE | $4,602 | $4,118+11.7% | $5,053-8.9% | $4,296+7.1% |
| Admin fee / account holder | $513 | $8,049-93.6% | $9,451-94.6% | $6,918-92.6% |