401 Plans Benchmark
● We run a limited number of 401(k) Benchmarks for business owners each month. Booking is open now.
401 Plans

For business owners who sponsor a company 401(k) of $1M or more.

Your 401(k) has two costs. The one on your statement, and the one nobody shows you. See both in 15 minutes.

One company's projected fee savings came to over $860,000 over 20 years, spread across every account. That is before anyone put in another dollar.

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Get Your Plan
Claim Session

See what your 401(k) is really costing, and how much more the owner could legally keep.

IMPORTANT. Only for business owners who sponsor a company 401(k) and want to cut what it costs in 2026.

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Free. Takes 15 minutes. A real dollar number, not a sales pitch.

Two kinds of savings, both real.

The hard dollars your company pays in admin fees, and the soft dollars every account quietly loses to fees and asset charges.

A number, not a pitch.

You leave with the exact dollar figure, compounded, in a written report that is yours to keep even if you never change a thing. If there is nothing to save, you will know inside 15 minutes.

Then we show the owner's move.

Once the fees are handled, we show how the plan can legally put far more of every dollar into the owner's own account.

$860,000+
projected fee savings
for one company over 20 years, across every account
15 min
to your exact
benchmark number
2 costs
the fee on your statement
and the one nobody shows you

The $860,204.09 figure is one documented client result and is not typical or guaranteed.

We only run a set number of benchmarks each month, real analysis on your actual plan, not a template. And if you want the owner's-share redesign to count for this tax year, the window closes in mid-September.

See exactly what your plan costs, and how much more the owner could keep, on a 15-minute Benchmark.

The Benchmark runs your real plan numbers: what you are paying in hard and soft dollars, and where it goes. Free, and there is nothing to prepare.

The calendar is right above. It takes two minutes.

The $860,204.09 figure is one documented client result and is not typical or guaranteed. This is not tax, legal, or investment advice.

401 Plans.

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