Build a savings report for a prospect.

Enter their full-time employee count below, plus whatever contact details you have — none of it is required. Download or print a copy to share manually, or send it straight to their inbox if you have an email address on file.

Their Numbers

Full-Time Employees

at $639.96 / employee / year

Estimated Annual Savings

Savings Breakdown

Quarterly $0

Monthly $0

Weekly $0

Daily $0

5-Year Cumulative Projection

Total recoverable FICA savings if enrolled today, accumulated year over year.

Total 5-Year Opportunity

Year 1

+$0/yr

Year 2

+$0/yr

Year 3

+$0/yr

Year 4

+$0/yr

Year 5

+$0/yr

Cumulative Savings Snapshot

3-Year Savings

5-Year Savings

7-Year Savings

Recipient — All Optional

Full Name (optional)

Email (optional)

Company (optional)

Internal tool for Bergstrom Group staff use when building custom savings estimates for prospects. Not linked from the public calculator. Estimates are illustrative only, based on $639.96 in recoverable FICA tax savings per full-time, W-2 employee per year, rounded to the nearest dollar. Actual savings depend on payroll structure, plan participation, and employee eligibility.