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 INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,591 | $50,982+5.1% | $154,803-65.4% | $85,563-37.4% |
| Participation rate | 38.4% | 59.8%-21.4pp | 78.1%-39.7pp | 66.0%-27.6pp |
| Annual return | 12.52% | 30.35%-17.8pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $751 | $1,708-56.0% | $4,305-82.6% | $2,654-71.7% |
| Participant deferral / active EE | $1,384 | $2,474-44.0% | $5,540-75.0% | $4,375-68.4% |
| Admin fee / account holder | $43 | $846-94.9% | $14,329-99.7% | $834-94.8% |