Choose Your 401(k) Plan
Both plans are serviced by Ubiquity Retirement + Savings. You'll customize the plan's provisions on the next step.
Corgi Early Stage
A simple 401(k), without needing an HR team
Seed stage · 1–10 people
Flat-fee cost model — predictable year after year
Payroll integration so contributions run every pay period
Plan administration, recordkeeping, custodial, and compliance included
Satisfies state mandates, including CA and NY
3(16) administrative and 3(38) investment fiduciary services included
Auto-Enrollment3% Auto-Escalate
Plan EligibilityImmediate
Safe Harbor2 options available
VestingImmediate
$125/mo + $6/mo per eligible employee, plus a one-time $500 setup fee.
Corgi Growth
The 401(k) that scales with your company
Series A and beyond · 11+ people
Flat-fee cost model — predictable year after year
Customizable provisions and vesting options
Payroll integration so contributions run every pay period
Plan administration, recordkeeping, custodial, and compliance included
Satisfies state mandates, including CA and NY
3(16) administrative and 3(38) investment fiduciary services included
Auto-Enrollment2 options available
Plan Eligibility4 options available
Safe Harbor4 options available
Vesting3 options available
$180/mo + $6/mo per eligible employee, plus a one-time $500 setup fee.
Choose your planA starting point that fits your company.
Make it yoursAdd your company and plan details.
Review, sign and payConfirm your plan, sign the Commitment to Proceed and pay the setup fee. We'll email you the signed copy.
