Empower Your Future with Powerful Plans for Entrepreneurs.

Tailored Automated Plans at an Affordable Price.

Our retirement plans are designed for self-employed individuals, offering the freedom to stay in control while keeping compliance simple and growth scalable.

SEP IRA or Solo 401(k)? Find the Right Plan for You.

SEP IRA

$195

/annually + $195 asset fee per holding

A SEP IRA plan designed for self-employed individuals and small business owners, offering larger contributions and minimal administrative requirements.

Solo 401(k)

$395

/annually + $195 asset fee per holding

A Solo 401(k) plan fit for businesses that have no other full-time employees besides the owner and their spouse or business partner.

Power Your Future with Protected Automated Investing

Navigate unpredictable markets with confidence. iFlip’s low-cost, automated investing platform helps protect portfolios, optimize performance, and take emotion out of investing.

Go Beyond Wall Street with Access to Alternative Assets

Put your retirement money in your control with a range of alternative options, including real estate, private loans, and more.

Features tailored to your goals

SEP IRA

Solo 401(k)

Payroll integration
Recordkeeping and custodial services
Government filings
Ongoing compliance testing
Live support
Maximum contribution limit	25% of net income up to $72k	$72k – $83,250 dependent on age & income
Flat fee pricing model
Holds alternative investment options
Mega backdoor Roth provision
Can borrow from the account
UDFI exemption
Comparability profit-sharing
Checkbook Control available*