For teams managing multiple plans

Benchmark your entire book of 401(k) plans

FEEDUCIARY Enterprise is built for teams that oversee many plans — control groups, private-equity portfolios, advisors' books of business, and TPAs. Score every plan you manage on recordkeeping, advisor, and fund fees from one dashboard, flag the outliers, and run RFPs at scale — backed by a dedicated consultant and our proprietary benchmarking platform.

Try the Interactive Demo

Explore a live multi-plan dashboard — no signup required

What's Included

Portfolio-Wide Benchmarking

Score every plan in your control group, portfolio, or book of business on recordkeeping, advisor, and fund fees — from one dashboard.

Multi-Plan Management Portal

One login to monitor all your plans, track each plan's documents, and pull consolidated reporting across the book.

Dedicated Fiduciary Consultant

A named consultant who knows your plans, providers, and risk profile across the entire portfolio.

Portfolio-wide fee dashboard
Custom benchmarking methodology
RFP process support & facilitation
Negotiation strategy & talking points
Legal referral network
Custom branded reports
Quarterly portfolio monitoring
Annual fee review presentation
Priority response (same business day)

Schedule a Consultation

Tell us about the plans you manage and we'll be in touch within one business day.