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 |
|---|---|---|
Filed as: VOYA Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $35,762 | $42,548-15.9% | $74,550-52.0% | $56,287-36.5% |
| Participation rate | 96.7% | 60.5%+36.2pp | 69.1%+27.5pp | 69.9%+26.8pp |
| Annual return | -5.46% | 12.40%-17.9pp | 32.53%-38.0pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,645 | $855+209.3% | $1,961+34.9% | $2,111+25.3% |
| Participant deferral / active EE | $2,632 | $2,277+15.6% | $3,108-15.3% | $3,350-21.4% |
| Admin fee / account holder | $744 | $467+59.2% | $5,060-85.3% | $521+42.8% |