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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $482 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,337 | $45,698-16.1% | $61,048-37.2% | $72,985-47.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.3%+20.7pp | 69.5%+30.5pp |
| Annual return | 22.82% | 20.14%+2.7pp | 26.18%-3.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,963 | $2,803-30.0% | $3,716-47.2% | $2,440-19.6% |
| Participant deferral / active EE | $3,318 | $3,264+1.6% | $4,470-25.8% | $3,607-8.0% |
| Admin fee / account holder | $3,682 | $3,347+10.0% | $3,728-1.2% | $5,124-28.2% |