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Home
Retirement Offerings
Traditional 401(k)
Solo 401 (k)
Cash Balance Plan
SEP IRA
Combo Plans
Pricing
Education
State 401k Regulations
FAQ’s
Blogs
Traditional 401(k)
$2200
Plan Setup Fee
$1800
Plan Administration Fee (Per Annum)
$60/
participant
Participant Fee (per Annum)
upto 1%
Account Management Fee (Per Annum)
Solo 401(k)
$499
Plan Setup Fee
$399
Plan Administration Fee (Per Annum)
-
Participant Fee (per Annum)
upto 1%
Account Management Fee (Per Annum)
Cash Balance Plan
$3500
Plan Setup Fee
$2500
Plan Administration Fee (Per Annum)
$90/
participant
Participant Fee (per Annum)
upto 1%
Account Management Fee (Per Annum)
Contact us for additional services - $600 /hr
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Requirement: Employers with 5+ employees paid at least $5,000/year.
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Requirement
: Employers with 5+ employees in business for 2+ years.
Penalties
: $100 per eligible employee per year, up to $5000
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Requirement
: Employers with 5+ employees; deadlines for 1-4 employees by Dec. 31, 2025.
Penalties
: $250 per eligible employee after 90 days, $500 after 180 days
