The Nation's Lowest-Cost Small Business 401(k)

98% lower fees than the industry average.

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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 3,200 small business plans

Dedicated Fiduciary 401(k) Advisor

$75/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)

One-Time Plan Establishment Fee

New (Start Up Plans): $500
Existing (Conversion Plans): $1,000
  • 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

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