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 | Claims processing; Recordkeeping and ... | $392 |
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 | $53,500 | $65,409-18.2% | $98,442-45.7% | $85,850-37.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 21.33% | 21.76%-0.4pp | 1492.73%-1471.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $2,504 | $2,168+15.5% | $2,960-15.4% | $2,565-2.4% |
| Participant deferral / active EE | $3,959 | $3,166+25.0% | $4,276-7.4% | $3,952+0.2% |
| Admin fee / account holder | $1,006 | $4,593-78.1% | $5,949-83.1% | $6,260-83.9% |