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 | $25,728 |
Service code 27 · EIN 62-1254528 | Advisory (Plan) | $22,298 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,819 | $79,171-43.4% | $102,423-56.2% | $74,495-39.8% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.3pp | 67.2%+17.6pp |
| Annual return | 13.55% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,798 | $2,362-23.9% | $3,023-40.5% | $2,623-31.5% |
| Participant deferral / active EE | $1,120 | $4,415-74.6% | $5,053-77.8% | $4,346-74.2% |
| Admin fee / account holder | $268 | $2,001-86.6% | $9,451-97.2% | $1,942-86.2% |