Built for Owners
About Discount Solo 401k
We provide self‑directed IRA and checkbook control Solo 401(k) solutions for small business owners, real estate investors, and self‑employed professionals. Our mission is to simplify retirement planning, eliminate unnecessary custodial friction, and help clients maximize tax‑advantaged growth through real estate and alternative investments.
About us
Founded in 2010, Discount Solo 401k has grown from a small startup to a trusted checkbook control Solo 401(k) and IRA LLC provider. Our commitment to innovation and client satisfaction has driven our success and expansion over the years.
Our commitment to
your financial future
Build wealth your way with smart retirement
solutions that put you in control.
solutions that put you in control.
our mission
To serve as a trusted provider of self‑directed retirement plan solutions, enabling clients to invest with control while staying compliant.
OUR VISION
A future where individuals—not institutions—are in control of their financial destiny, with transparent, affordable retirement plans that make true wealth-building accessible to everyone.
Our Values
Build wealth your way with smart retirement
solutions that put you in control.
solutions that put you in control.
Client Control
We put clients in charge of their financial decisions by giving them compliant, reliable plan documents.
Compliance First
IRS-approved, accurate, and up to date—because doing it right is non-negotiable.
Fair Pricing
Straightforward pricing with no hidden fees. Financial freedom should be accessible.
Clarity
Clear documents, clear guidance, clear expectations.
Independence
We remove barriers so clients can build wealth on their own terms.
TESTIMONIALS
Don’t take it from us
What our investors say about us.
I use Discount Solo 401k for my own 401k plan. I’m so relieved to have this team keep my plan documents up to date. And each time I have questions, they are incredibly responsive. They are a great resource for small business.
Lisa B
CPA
After significant research I found little or no difference between this plan and the more expensive plans. After I bought the plan I received my documents quickly. The instructions were very clear. Following those instructions I had no difficulty opening bank and investment accounts. Discount Solo 401K was very responsive to the few questions I did have. I reduced the administrative fees by over $2000 per year. Based on my experience so far I am confident this was the right decision and I would gladly recommend Discount Solo 401K to others.
Ron M
NY
