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 51 P O BOX 770001 · CINCINNATI, OH 452770002 | Investment Mgmt Fees | $59,539 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,344 | $59,263-25.2% | $96,562-54.1% | $79,386-44.1% |
| Participation rate | 81.4% | 61.9%+19.5pp | 69.8%+11.6pp | 70.7%+10.7pp |
| Annual return | 10.83% | 27.07%-16.2pp | 37.78%-27.0pp | 116.85%-106.0pp |
| Employer contribution / active EE | $911 | $1,216-25.1% | $2,356-61.3% | $2,427-62.5% |
| Participant deferral / active EE | $1,453 | $2,948-50.7% | $3,849-62.2% | $4,046-64.1% |
| Admin fee / account holder | $318 | $658-51.6% | $6,181-94.8% | $626-49.2% |