SmallBusinessAdvisorMatch

Small Business Retirement Plan Selector

Compare Solo 401(k), SEP-IRA, SIMPLE, and Cash Balance based on your income and savings goals.

What this calculator does and doesn't model

Output is a directional starting point — not tax or investment advice. Real decisions need the specifics: account types, state taxes, other income, employer plan rules.

Get your scenario modeled

Specialist advisor runs your actual numbers. Free match.