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 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,013 | $59,805+40.5% | $79,550+5.6% | $68,494+22.7% |
| Participation rate | 38.0% | 61.1%-23.1pp | 69.5%-31.5pp | 67.9%-29.9pp |
| Annual return | 294.90% | -12.30%+307.2pp | 0.16%+294.7pp | -7.84%+302.7pp |
| Employer contribution / active EE | $541 | $1,505-64.1% | $2,413-77.6% | $2,596-79.2% |
| Participant deferral / active EE | $923 | $3,024-69.5% | $3,985-76.8% | $4,027-77.1% |
| Admin fee / account holder | $2,023 | $4,835-58.2% | $6,832-70.4% | $5,403-62.6% |