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 | $350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,319 | $79,700+490.1% | $153,485+206.4% | $74,495+531.3% |
| Participation rate | 93.2% | 69.8%+23.4pp | 77.1%+16.2pp | 67.2%+26.0pp |
| Annual return | 13.77% | 15.07%-1.3pp | 15.65%-1.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $14,804 | $4,016+268.6% | $5,039+193.8% | $2,623+464.4% |
| Participant deferral / active EE | $18,126 | $5,315+241.0% | $6,757+168.3% | $4,346+317.1% |
| Admin fee / account holder | $2 | $1,790-99.9% | $12,724-100.0% | $1,942-99.9% |