Franchise 401k Plans
Complimentary · No Obligation

Request Your Free Plan Benchmark Report


We'll compare your current plan's costs, investment lineup, and fiduciary structure against the market — and deliver the findings in plain language. Takes 30 minutes. Costs nothing.

What We Review
Tell us about your plan and we'll do the rest.
✓Current plan costs vs. the market — base, per-participant, AUM, and hidden fees
✓Fiduciary coverage — whether your plan includes a 3(38) and 3(16) or leaves you exposed
✓Controlled group compliance if you own multiple franchise entities under common ownership
✓SECURE 2.0 tax credits your plan may qualify for but hasn't claimed yet
✓Investment lineup quality and expense ratios vs. available lower-cost alternatives
✓Honest next steps — benchmarking, redesign, conversion, or no action required
Tell us about your plan
We'll review your submission and reach out within one business day.
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No cost. No obligation. Every submission is reviewed personally.
Your Franchise. Your People. Your Plan.
Isn't It Time Your Franchise Had a 401(k) Built for It?
Franchise ownership creates retirement plan complexity that generic providers were not designed for. A complimentary benchmark review takes 30 minutes and shows you how your current plan's costs, structure, and fiduciary process compare to the market.
Start a Plan Now