Built for Self-Employed Success

Solo 401(k) Plans for Self-Employed Professionals

Enjoy higher contribution limits, flexible investment options, and tax advantages, all with transparent pricing and expert support.

Turnkey Services

All the Bells and Whistles Without the Extra Fees

Benefit from all the perks, none of the hidden fees. Our services combine personal care and expert guidance with technology from industry leaders, all for a straightforward and honest price.

Get a Quote Talk to an Expert

Dedicated Relationship Manager

Get a single point of contact who understands your business and provides fast, personalized support.

Hassle-Free Administration

We handle compliance, reporting, and day-to-day plan management, so you can focus on growing your business.

Reliable Recordkeeping

Our recordkeeping software from FIS Global ensures accuracy, automation, and a seamless online experience for you and your employees.

Secure Asset Custody

Your plan’s assets are safeguarded by Matrix Trust Company, providing expert fund management and security.

Custom Plan Design

We tailor plans to fit your business goals and employees’ needs, ensuring a retirement solution that works for everyone.

Broad Investment Choices

Access nearly 30,000 share classes from 377 fund families, including low-cost options like Vanguard, index funds, and ETFs.

Simple and Affordable Solo 401(k) Plans

Starting at

$500 annually

Covers all business owners and hired spouses

Custody fee 0.08% of plan assets

Includes all record-keeping, third-party administration, and custody services

View Pricing

plan options

Customizable Options for Your Solo 401(k) Plan

Create a retirement plan tailored to your unique business needs.

Mega Backdoor Roth

Profit Sharing Contributions

Roth Contributions

Participant Loans

Self-Directed Brokerage Accounts

Frequently Asked Questions

Services

Investments

Fees

Plan Setup

Select a Category

Have Solo 401(k) Plan Questions? We Have Answers

Solo 401(k) Plans – How to Maximize their Benefits

A solo 401(k) plan can only cover business owners and their spouses. Understanding their rules and options can help a business owner maximize their benefit.

Mega Backdoor Roth – A Perfect Fit for Solo 401(k) Plans

Mega backdoor Roth contributions allow high-income individuals to grow tax-free retirement savings quickly. A solo 401(k) plan is a perfect fit for the strategy.

'Hidden' 401(k) Fees – What Business Owners Need to Know

Hidden administration fees increase the cost of investing for 401(k) participants - reducing their returns. Here are the most common and how to uncover them.