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Our 401(k) Fees Are Low and Transparent
We keep them straightforward so our value is clear. Check out our fees and calculate your price below!
Save More with Our Low Fees!
Our Base Fee Covers Up to 30 Employees.
401(k) Plan
Establishment Fee
New (Start-Up) Plans
$500
Annual Fees
Base Fee
Base fee covers up to 30 eligible employees. Each additional employee will add $30 to the base fee.
$1,500
Existing (Conversion) Plans
$1,000
Custody Fee
0.08%
of plan assets
Solo 401(k) Plan
A solo 401(k) plan can only cover business owners and their spouses. A business with other eligible employees cannot adopt a solo plan.
Establishment Fee
New (Start-Up) Plans
$250
Annual Fees
Base Fee
$500
Existing (Conversion) Plans
$500
Custody Fee
0.08%
of plan assets
For Your Price, Answer the Following Questions
Will employees other than business owners be covered by your 401(k) plan?
No
Yes
How many employees (including yourself) will be eligible for the plan?
Do you have a 401(k) plan already?
No
Yes
Calculate Your Price
The Base Fee For Your
Employee Fiduciary 401(k) Plan Will Be
$500 Annually
An annual custody fee equal to 0.08% of plan assets will also apply.
There is a one-time $250 fee for plan
establishment.
Ready to Start Saving?
Get your custom 401(k) proposal from Employee Fiduciary today.