$9
Per Month
Per Participating Employee
This plan is designed for companies with fewer than 50 employees or new startup plans.
ZERO Base Fee- ZERO Startup Costs
- ZERO Custodial Fees
- ZERO Investment Fees
- Low Fund Expense Ratios
- Safe-Harbor Plans
- Automated Compliance Testing
New Comparability Profit Sharing- Plan Conversions
- Volume Pricing
- Third-party 3(38)
$5-9
Per Month
Per Participating Employee
This is designed for larger businesses (50+ employees), existing 401k plans, or those with more complex needs.
- ZERO Base Fee
- ZERO Startup Costs
- Low Custodial Fee (0.07%)
- ZERO Investment Fees
- Low Fund Expense Ratios
- Safe-Harbor Plans
- Automated Compliance Testing
- New Comparability Profit Sharing
- Plan Conversions
- Volume Pricing (50+ employees)
- Third-party 3(38)
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