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 47-1411118 | Advisory (Plan) | $75,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,436 |
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 | $182,445 | $86,944+109.8% | $107,525+69.7% | $74,304+145.5% |
| Participation rate | 96.4% | 59.6%+36.9pp | 75.1%+21.3pp | 60.3%+36.1pp |
| Annual return | 20.60% | 23.52%-2.9pp | 181.32%-160.7pp | 29.43%-8.8pp |
| Employer contribution / active EE | $6,054 | $2,757+119.6% | $3,754+61.3% | $2,241+170.1% |
| Participant deferral / active EE | $11,218 | $3,554+215.6% | $5,116+119.3% | $3,767+197.8% |
| Admin fee / account holder | $355 | $3,727-90.5% | $8,919-96.0% | $2,969-88.0% |