Best Solo 401(k) Companies for April 2025
Why You Should Trust Us
Investopedia collected data on 21 criteria that are critical to investors, from 9 of the top solo 401(k) providers. We used this data to review each platform for investable assets, costs, account amenities, and other key features to provide unbiased, comprehensive reviews and ensure our readers make the right decision for their investing needs. Investopedia has been helping readers find investing tools and products since it launched in 1999
How We Chose the Best Solo 401(k) Companies
Investopedia is dedicated to providing investors with unbiased, comprehensive reviews and ratings of solo 401(k) providers. Our review of the best solo 401(k) companies is the result of a thorough evaluation of four categories and 21 criteria that are critical to readers choosing the right solo 401(k). We used this information to develop a comprehensive rubric for evaluating a total of 9 solo 401(k) companies based on their available investments, account amenities, customer service, and other features to help our readers make the right decision for their needs.
Our team of subject matter experts and data collectors developed quantitative weights to score each company based on a set of categories that are important to students taking online technical analysis courses. The following category weights were used to rate each course:
- Account Amenities: 36.00%
- Pricing and Fees: 32.00%
- Product Selection: 21.00%
- Customer Service: 11.00%
We used this data to develop a comprehensive rubric for evaluating each platform based on their brokerage integrations, robo-advisor capabilities, checkbook controls, and several other features, to help our readers choose the right solo 401(k). For each company, Investopedia’s team of researchers and full-time editorial staff analyzed data obtained directly from company websites and representatives. Our data collection and scoring process ran from March 23 to March 26, 2025.