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 |
|---|---|---|
ICAPITAL, LLC6 years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $100,269 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,088 | $84,487+250.5% | $125,339+136.2% | $66,914+342.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.05% | -8.39%-8.7pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $14,031 | $3,553+294.9% | $4,814+191.5% | $2,544+451.5% |
| Participant deferral / active EE | $13,687 | $6,781+101.8% | $7,446+83.8% | $4,237+223.1% |
| Admin fee / account holder | $679 | $685-0.9% | $10,010-93.2% | $593+14.5% |