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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $33,971 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,637 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,787 | $59,417+158.8% | $93,606+64.3% | $74,495+106.4% |
| Participation rate | 60.0% | 59.7%+0.3pp | 68.7%-8.7pp | 67.2%-7.2pp |
| Annual return | 13.39% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,352 | $1,264+7.0% | $2,420-44.1% | $2,623-48.5% |
| Participant deferral / active EE | $5,069 | $3,050+66.2% | $4,411+14.9% | $4,346+16.6% |
| Admin fee / account holder | $560 | $3,021-81.5% | $8,285-93.2% | $1,942-71.2% |