Pricing - Ubiquity

Single(k)®

$215

Flat fee per year

For employers with no full-time employees other than the business owner and spouse

Free consultation Get your Single(k) guide

No charges or commissions based on the size of your savings (AUM = Assets Under Management)
Pre-tax and Roth contributions included
The lowest cost solo (k) plan available

Express(k)®

$115

Flat fee per month

Small businesses and startups looking for simplicity, low fees, and tax savings

Free consultation Get your Express(k) guide

Safe Harbor plans available
Free plan design assistance with a Retirement Plan Consultant
Free dedicated employer and employee support teams

Custom(k)®

$165

Flat fee per month

Businesses owners who want to maximize their tax savings at lowest possible fees

Free consultation Get your Custom(k) guide

Safe Harbor plans available, plus fully customizable options for incentivizing key employees
Free plan design assistance with a Retirement Plan Consultant
Free dedicated employer and employee support teams

Ubiquity 401k plan comparison

Single(k)®

Express(k)®

Custom(k)®

Cost

$215 per year

$215
/Y

Starts at $115 per month

$115
/M

Starts at $165 per month

$165
/M

Number of employees

1-50+

1-100+

No charges or commissions based on savings amount

Pre-tax contributions included

Roth (after tax) contributions included

Safe Harbor plans

Free Plan design assistance with a retirement plan consultant

Free Dedicated employer and employee support teams

Fully customizable options for incentivizing key employees

Free consultation Get your Single(k) guide

Free consultation Get your Express(k) guide

Free consultation Get your Custom(k) guide

“I am the plan administrator for our company’s Ubiquity 401k plan. I wanted to take a moment to commend Tony and his team. They all are very knowledgeable and have helped me with any question I may have. I have found them friendly and easy to reach either by phone or email.”

- Barb Tews, Meridian Management

See what our customers and partners have to say about Ubiquity

Small business 401k retirement services

Our retirement planning consultants/experts will work closely with you to develop a retirement strategy that meets your needs and delivers beyond what you may have thought possible.

Free, efficient, expert advice

Ubiquity’s experienced sales team provides one-on-one, personalized coaching. We walk through the process with you, unraveling complexities and delivering advice based on best practices, for a customized, turnkey retirement plan that meet your goals and saves you time.

Low cost commitment

Since 1999, Ubiquity has remained committed to a very low, flat-fee, monthly subscription model and has never charged Assets Under Management (AUM) fees.

Keep more of your retirement savings

Don’t erode your retirement nest egg with excessive, additive administrative fees. Most of our competitors charge a percentage fee on your growing total account balance. Ubiquity’s flat, monthly, fixed subscription fee means you don’t pay an administrative fee based on the amount you have saved.

Satisfaction guaranteed

Ubiquity has been dedicated solely to small business retirement success for over 18 years. If you’re not satisfied, we work hard to make it right, and our longevity speaks to our dedication to our customers.