Our Pricing Plans
Whether you’re a solopreneur or have 100+ employees, we have a solution to fit your needs, and we’re here to support you as you grow!
All plans incorporate our % AUM fee structure which can be found here.
Retirement Plan Comparison
| Features | SEP IRA | SIMPLE IRA | 401(k) | Solo 401(k) |
|---|---|---|---|---|
| Maximum Number of Employees | 100 | 100 | Any | None; can include spouse if employed |
| 2022 Contribution Limits | ||||
| Annual Contribution Limits | $61,000 | $14,000 | $61,000 | $61,000 |
| Catch-up Contribution (age 50 or older) | n/a | $3,000 | $6,500 | $6,500 |
| 2023 Contribution Limits | ||||
| Annual Contribution Limits | $66,000 | $15,500 | $66,000 | $66,000 |
| Catch-up Contribution (age 50 or older) | n/a | $3,500 | $7,500 | $7,500 |
| Additional Features | ||||
| Allows Employee Contributions | ✗ | ✓ | ✓ | ✓ |
| Allows Employer Contributions | ✓ | ✓ | ✓ | ✓ |
| Mandatory Employer Contributions | ✗ | ✓ | ✓ | ✗ |
| Additional Plan Types | n/a | n/a | • Traditional 401(k)
• Roth 401(k) • Safe Harbor 401(k) • Automatic Enrollment |
• Traditional 401(k) |
| Employer Contribution Matching Options | n/a | 2% nonelective or up to 3% matching | Depends on plan type; offers both nonelective and matching | n/a |
| Annual IRS Filing Required | No | No | Yes | Depends |
| Additional Plan Features | n/a | n/a | Profit-sharing, age-weighted, and new comparability available | Profit sharing: 25% of compensation or special rules for self-employed |
| Can Atticus help your business set up and manage this plan? | ✓ YES! | ✓ YES! | ✓ YES! | ✓ YES! |
