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 37 · EIN 04-2647786 | Loan Processing | $29,285 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,654 | $52,406+2.4% | $129,207-58.5% | $74,495-28.0% |
| Participation rate | 68.9% | 53.8%+15.1pp | 69.6%-0.7pp | 67.2%+1.7pp |
| Annual return | 13.51% | 15.66%-2.1pp | 9417.33%-9403.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,865 | $1,531+21.9% | $4,153-55.1% | $2,623-28.9% |
| Participant deferral / active EE | $2,295 | $2,794-17.9% | $4,168-44.9% | $4,346-47.2% |
| Admin fee / account holder | $326 | $2,633-87.6% | $7,715-95.8% | $1,942-83.2% |