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401(k) plans designed
for small business
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Learn more about ShareBuilder 401k

Big 401(k) benefits 1 | Small Price

Costs up to 68% less than the industry average! 2

Low Cost Sticker

Pay Less

We aim to keep 401(k) costs low so that you keep more of the money you save

Low Sost Savings

Save More

Enjoy high yearly contribution limits & tax benefits that other savings options can’t offer

Tax Benefits

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Our Customer Success Managers are here for you every step of the way

1 401(k) plans offer benefits not available through other retirement vehicles, like IRAs, such as higher contribution limits and optional employer matches

2 ShareBuilder 401k plan expenses range from 23% to 68% less than the industry average at various data points from a $50K plan with 6 participants to a $100M plan with 2,000 participants based on 401k Averages Book 2023 Data and Custom Benchmarking report prepared for ShareBuilder Advisors. Cost comparisons are based on plan assets and number of participants and reflect core on-going 401(k) plan expenses that a company and/or its employees can expect to incur as a percentage of assets with most any 401(k) plan. This includes administration, recordkeeping, tax filing prep documents, plan testing, fund expense ratios, and other investment costs passed on to every participant to service the plan. It does not include unique employee-initiated transactions such as loans, distributions or employer transactions such as plan amendments. ShareBuilder 401k pricing is based off standard pricing rates for our typical Safe Harbor 401(k) plan design. This claim is not applicable to Solo 401(k) plans.

Investment advisory services are offered by ShareBuilder Advisors, LLC an SEC-registered investment advisor. For more details on our services, read our Customer Relationship Summary and ADV-II.

Brokerage and Execution Services are provided by Mid-Atlantic Clearing & Settlement Corporation, NewEdge Securities, Inc., and DriveWealth LLC, members FINRA / SIPC.

ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC.

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