See what a better-run plan looks like.

Tell us about your plan and share a few documents. We'll benchmark your fees, fund lineup, and fiduciary scope — and show you exactly where it can improve.

No obligation

01 | What we need

Three documents to benchmark an existing plan.

If you already have a plan, these are the core documents that let us compare your costs and design against the market. Starting fresh? Skip ahead — we'll take it from your business details.

404(a)(5) Participant fee disclosure

Shows the fees and expenses participants pay — the basis for understanding your all-in participant cost.

408(b)(2) Covered service provider disclosure

Details what each service provider charges the plan — what we benchmark your fees against.

Plan doc Adoption agreement

Defines your plan design — eligibility, match, vesting, and features — so we can compare apples to apples.

Don't have these handy? No problem — submit the form below and we'll help you request them from your current provider.

02 | Start the process

Tell us about your plan.

The more you share, the sharper our benchmark. Everything here is used only to prepare your proposal.

Is this a new or existing plan?

Your name * Work email * Company Phone Total employees Eligible participants

Current plan assets Current recordkeeper / provider

Payroll provider Anything else we should know?

We'll never share your information. Used only to prepare your proposal.