DIY Products

Self-serve 401(k) tools. Buy one, use it today.

No call, no subscription. Pick the one-time deliverable that fits the question in front of you — a fiduciary stress test, a ranking improvement playbook, or a week of full-market access — and get to work.

01

One-time products

Fiduciary Stress Test
$49one-time

Best for · Dealers reviewing their plan's fiduciary visibility.

  • Self-score your plan's fiduciary visibility in 10 minutes.
  • 10 yes/no questions, a visibility band, and a fix list you can hand your advisor.
Start the test
Ranking Improvement Playbook
$99one-time

Best for · Dealers improving their plan's ranking.

  • The step-by-step climb from workhorse to racehorse — what to change, in priority order.
  • Sequenced and sized so the work falls to your advisor, not you.
Get the playbook

Secure payment via Stripe. One-time charges — no subscription, no auto-renew. Fiduciary Monitoring is included with every paid subscription. Underlying plan data is sourced from public U.S. Department of Labor Form 5500 filings. Terms & IP.