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 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