Retirement Plan Comparison Chart

Contributions
Solo(k) with Fisher Investments |
401(k) with Fisher Investments |
SIMPLE IRA with Fisher Investments |
SEP IRA with Fisher Investments |
|
Employee Income Limits |
None |
None |
None |
None |
Annual Contribution Maximum |
$57K1 |
$57K1 |
$13.5K2 |
$57K |
Incremental Owner Contributions Available |
Yes3 |
Yes3 |
No |
Yes3 |
Tax-Deferred Contributions |
Pre-tax & Post-tax options |
Pre-tax & Post-tax options |
Pre-tax only |
Pre-tax only |
Employer Contributions |
Optional |
Optional |
Required |
Required |
Loans Allowed |
Yes |
Yes |
No |
No |

Plan Management
Cost |
Low Cost |
Low Cost |
Low Cost |
Low Cost |
Administration |
Easy to start and maintain |
Easy to start and maintain |
Easy to start and maintain |
Easy to start and maintain |
Employee Exclusions |
N/A |
Yes4 |
No |
No |