We help business owners and CFOs identify hidden fees and inefficiencies inside their 401K, Cash Balance, and Profit-Sharing Plans. We provide independent audits, ROI analysis, and behavioral plan design—without selling products or requiring you to switch providers.

Not at all. Most of our clients keep their current providers. We show you how to renegotiate fees, optimize plan design, and boost engagement—without a disruptive transition.

Every plan is different, but we regularly uncover hidden fees that add up to tens of thousands per year. Our audits reveal revenue-sharing agreements, advisory overlaps, and other inefficiencies most providers won’t disclose upfront.

We primarily serve business owners, CFOs, and HR leaders managing plans with 10–500+ participants. Our insights are especially useful for companies aiming to reduce turnover, retain talent, or restructure compensation.

That’s common—but we often find what they don’t disclose. Our analysis is unbiased, and we’ve had many clients discover misaligned incentives, fee overlaps, and plan design flaws their advisors overlooked (or didn’t want to mention).

Easy—just use our free ROI calculator or request a free benchmark report. If you’d like to talk it through, you can also book a discovery call directly.