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Employee Fiduciary pricing

As employeefiduciary.com lists them, read 14 Nov 2026. The maker's own page has the final word.

PlanBilled and limitsPrice
Solo 401(k) Plan — custody feeAnnual percentage of plan assets · 0.08% of plan assets$0.08 a year
401(k) Plan — custody feeAnnual percentage of plan assets · 0.08% of plan assets$0.08 a year
401(k) Plan — existing (conversion)One-time establishment fee · Existing (conversion) plan$1,000, paid once
401(k) Plan — annual base feeAnnually · Covers up to 30 eligible employees · Each additional employee adds $30$1,500 a year
Solo 401(k) Plan — new (start-up)One-time establishment fee · Solo plan; covers business owners and spouses only$250, paid once
Solo 401(k) Plan — annual base feeAnnually · Solo plan; business with other eligible employees cannot adopt$500 a year
Solo 401(k) Plan — existing (conversion)One-time establishment fee · Existing (conversion) solo plan$500, paid once
401(k) Plan — new (start-up)One-time establishment fee · Start-up plan$500, paid once

From employeefiduciary.com.

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