Fidelity vs MySolo401k Solo 401(k)

Side-by-side comparison of Fidelity and MySolo401k Solo 401(k) plans for freelancers — fees, features, and which one fits your needs.

FeatureFidelityMySolo401k
Setup Fee$0$650
Annual Fee$0$125/yr
Roth Option
Crypto
Alt Investments
Self-Directed
Loans
Mega Backdoor
Investment OptionsStocks, ETFs, mutual funds, bondsStocks, crypto, real estate, private equity, tax liens
Best ForZero-cost simplicity for most freelancersFull self-directed control with checkbook access

Fidelity

PROS

  • $0 fees
  • No minimums
  • Lowest-cost index funds

CONS

  • No crypto
  • No loans
  • No self-directed

MySolo401k

PROS

  • Checkbook control
  • Invest in anything
  • Loans available

CONS

  • $650 setup
  • Complex compliance
  • DIY management

The Verdict

Fidelity is cheaper, but MySolo401k offers more features.

FEES

Fidelity costs $0 over 5 years vs $1275 for MySolo401k — a $1275 difference.

FEATURES

MySolo401k offers 5 advanced features vs 0 for Fidelity.

RECOMMENDATION

Choose Fidelity if you want to minimize costs. Choose MySolo401k if you need crypto, self-directed investing, loans or other advanced features.

Open Fidelity Solo 401(k)Open MySolo401k Account

Frequently Asked Questions

Which is better for freelancers, Fidelity or MySolo401k Solo 401(k)?

Fidelity is cheaper, but MySolo401k offers more features. Choose Fidelity if you want to minimize costs. Choose MySolo401k if you need crypto, self-directed investing, loans or other advanced features.

How much does Fidelity vs MySolo401k Solo 401(k) cost?

Fidelity charges $0 setup and $0 annually ($0 over 5 years). MySolo401k charges $650 setup and $125/yr annually ($1275 over 5 years). Fidelity costs $0 over 5 years vs $1275 for MySolo401k — a $1275 difference.

Can I invest in crypto with Fidelity or MySolo401k Solo 401(k)?

Only MySolo401k supports crypto investing. Fidelity limits you to traditional investments like stocks, etfs, mutual funds, bonds.

Does Fidelity or MySolo401k offer loans and self-directed investing?

MySolo401k allows participant loans (up to 50% of balance or $50,000). MySolo401k supports self-directed investing including real estate and alternative assets.

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