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 6-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 |
|---|---|---|
BRAVERA WEALTH2 years Service code 15 · EIN 45-0436653 | Recordkeeping | $46,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,688 | $49,451-9.6% | $79,550-43.8% | $66,914-33.2% |
| Participation rate | 89.2% | 61.3%+27.9pp | 69.5%+19.7pp | 69.8%+19.4pp |
| Annual return | -17.44% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,838 | $1,266+45.2% | $2,413-23.8% | $2,544-27.8% |
| Participant deferral / active EE | $3,289 | $3,159+4.1% | $3,985-17.5% | $4,237-22.4% |
| Admin fee / account holder | $335 | $595-43.7% | $6,832-95.1% | $593-43.6% |