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 ... | $694 |
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.)
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 | $90,053 | $65,041+38.5% | $90,951-1.0% | $79,858+12.8% |
| Participation rate | 61.1% | 61.6%-0.6pp | 69.0%-8.0pp | 69.6%-8.6pp |
| Annual return | 19.13% | 30.45%-11.3pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $321 | $1,247-74.3% | $2,122-84.9% | $2,471-87.0% |
| Participant deferral / active EE | $2,596 | $2,512+3.3% | $3,373-23.0% | $3,740-30.6% |
| Admin fee / account holder | $2,475 | $4,536-45.4% | $5,959-58.5% | $5,306-53.4% |