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Pricing · 2026

Employee Fiduciary pricing

8 plans on the record

Every plan

401(k) Plan — custody fee

$0.08 a year

Annual percentage of plan assets

0.08% of plan assets

Solo 401(k) Plan — custody fee

$0.08 a year

Annual percentage of plan assets

0.08% of plan assets

Solo 401(k) Plan — new (start-up)

$250 one-time

One-time establishment fee

Solo plan; covers business owners and spouses only

Solo 401(k) Plan — annual base fee

$500 a year

Annually

Solo plan; business with other eligible employees cannot adopt

401(k) Plan — new (start-up)

$500 one-time

One-time establishment fee

Start-up plan

Solo 401(k) Plan — existing (conversion)

$500 one-time

One-time establishment fee

Existing (conversion) solo plan

401(k) Plan — existing (conversion)

$1,000 one-time

One-time establishment fee

Existing (conversion) plan

401(k) Plan — annual base fee

$1,500 a year

Annually

Covers up to 30 eligible employees · Each additional employee adds $30