Administrative Features
We made 401(k) plans seriously easy, so you can focus on running your business.
We can automatically enroll your eligible employees, giving you more time to run your business.
And our expert support team is always here to provide you in-depth knowledge via chat or email.
Don't worry about testing and 5500 filings - we'll handle them for you.
“The idea that we can provide a future, forward-looking service like a 401(k) plan has been really important in recruitment.”
Halley Chambers & Kip Green
Co-Founders, Margot
Take Advantage of Tax Benefits
SECURE 2.0 Act introduced a range of tax credits that make 401(k) plans more affordable for businesses.
As a business, you may qualify for a tax credit that covers 100% of your plan start-up costs and employer match. These tax credits can add up to $16,500* and are available for three years.
Plan Features
Plan Features
Starter 401(k)
Safe Harbor 401(k)
Payroll Integration
Recordkeeping & Custodial Services
3(16) Fiduciary Services
5500 Filings
Compliance Support
Auto Enrollment
Rollover Support
Pre-tax & Roth Contributions
Dedicated Support
Employer Contributions
Customizable Plan Design
Profit Sharing
Starter 401(k)
NEW PLAN!
A simple and affordable 401(k) option for small businesses to offer their employees.
- $6,000 annual contribution limit
$49/mo subscription fee
+$3 per active employee/month
+$500 one-time onboarding fee
No hidden or transactional fees!