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 |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $133 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,883 | $52,670-56.6% | $90,404-74.7% | $73,409-68.8% |
| Participation rate | 4.0% | 67.7%-63.6pp | 72.7%-68.7pp | 72.2%-68.1pp |
| Annual return | 15.09% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $90 | $2,807-96.8% | $3,963-97.7% | $3,805-97.6% |
| Admin fee / account holder | $341 | $117+191.8% | $5,611-93.9% | $158+115.8% |