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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 33 100 CROSBY PKWY KC1J · CONVIGTON, KY 41015 | Securities brokerage | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,323 | $180,449-47.2% | $154,107-38.1% | $135,375-29.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.78% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $4,778 | $6,035-20.8% | $5,298-9.8% | $4,7790% |
| Participant deferral / active EE | $14,372 | $5,806+147.5% | $5,081+182.9% | $5,609+156.2% |
| Admin fee / account holder | $326 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |