If your small business sponsors a 401(k) plan, you have a fiduciary responsibility to only pay reasonable fees and expenses from plan assets. To confirm your 401(k) fees are reasonable, you must benchmark them – basically, compare your 401(k) provider’s fees to competitors or averages. However, this process can be difficult to impossible because many 401(k) providers receive “hidden” 401(k) fees - like revenue sharing and/or wrap fees – from investment fund companies. These fees are considered hidden because they are buried in fund expense ratios.

We want to help you benchmark your 401(k) fees – because we’re confident our services can reduce them by a lot! By providing your 401(k) provider’s fee disclosure document, we can calculate your 401(k) plan’s “all-in” fee (provider fees + investment expenses) and then compare that total to Employee Fiduciary fees. Over the years, we’ve completed hundreds of these fee comparisons - which often result in 70% or more of annual savings. They can be found below, sorted by service provider. Want a custom fee comparison for your small business 401(k) plan? Complete the request form at the bottom of the page.

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See What You Could Save!