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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,172 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,425 | $79,184+16.7% | $102,438-9.8% | $74,546+24.0% |
| Participation rate | 30.4% | 74.8%-44.4pp | 76.5%-46.1pp | 67.2%-36.8pp |
| Annual return | 12.07% | 54.95%-42.9pp | 29.37%-17.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $557 | $2,362-76.4% | $3,024-81.6% | $2,624-78.8% |
| Participant deferral / active EE | $2,635 | $4,414-40.3% | $5,054-47.9% | $4,347-39.4% |
| Admin fee / account holder | $346 | $2,001-82.7% | $9,448-96.3% | $1,944-82.2% |