The Nation’s Lowest-Cost Small Business 401(k)
98% lower fees than the industry average.
Get Started
Lower Costs. Higher Returns.
The only fee your employees pay is the expense ratio charged by the mutual funds they invest in. No hidden additional asset-based fees are charged to your employees.
Employee Fees
$0/monthly
- Our model investment menu of Vanguard and Fidelity index funds has an average expense ratio of 0.03%.
- 98% less than the industry average of 1.89%.
- You have complete flexibility to include any of our 30,000 mutual fund choices in your plan investment menu.
Employer Fees
Administrative & Recordkeeping
$125/monthly
- Custom plan design
- Seamless and fully-integrated process
- All the plan features of a Fortune 500 plan
- Service over 4,000 small business plans
Dedicated Fiduciary 401(k) Advisor
$100/monthly
- Investment menu construction and monitoring
- One-on-one employee enrollment meetings
- Custom employee asset allocation models
- Ongoing employee and employer phone and email support
Plan Custodian
$7/monthly *
- Broadridge Financial Solutions, Inc. (NYSE:BR)
- $420 billion in customer assets
- Open Architecture Investment Platform
- Over 30,000 mutual funds available
* Per $100,000 of plan assets
(0.08% Annually)
(0.08% Annually)
One-Time Plan Establishment Fee
New (Start Up Plans): $500
Existing (Conversion Plans): $500
- Custom plan design
- Construct plan investment menu
- Payroll integration training
- Employer and employee website training
- Assigned Fiduciary 401(k) Advisor
- One-on-one enrollment meetings
- Construct custom employee asset allocation models