Fidelity Workplace Investing
Fidelity Workplace Investing Pricing
Fidelity Workplace Investing pricing from the vendor’s own pricing page: 1 plan and the extra fees to budget for.
- starting price
- $100/mo
Fidelity Workplace Investing plans
Fidelity Advantage 401(k)
$100/mo
- Safe Harbor 401(k) with a standard employer match
- Fidelity acts as plan sponsor and 3(16) and 3(38) fiduciary
- Form 5500 filing and compliance testing handled
Price at a glance
Starting base fee
$100/mo
Pricing model
Base fee + per employee
Price transparency
Published
Minimum employees
2
Extra and hidden costs
Implementation fee
$500Implementation: $500.
Participant recordkeeping fee under
$10 a month ($25 a quarter)
0.125% investment advisory fee on participant balances
Listed by the vendor
Price comparison
| Product | Starting price | Pricing model | Pricing details |
|---|---|---|---|
| Fidelity Workplace Investing | $100/mo | Base fee + per employee | Fidelity Workplace Investing pricing |
 | $80/mo + $5/employee/mo | Base fee + per employee | Human Interest plans and prices |
 | $100/mo + $5/employee/mo | Base fee + per employee | Betterment at Work pricing |
| Principal Financial Group | $145/mo + $6/employee/mo | Base fee + per employee | Principal Financial Group plans and prices |
| Vanguard Workplace Solutions | Quote only | Base fee + per employee | Vanguard Workplace Solutions plans and prices |
| Empower | Quote only | What Empower costs |
Lowest published list price per month, cheapest first at 25 employees; quote-only products show no price.
Frequently asked questions
How much does Fidelity Advantage 401(k) cost?
The employer pays $100 a month and a $500 one-time implementation fee; participants pay a recordkeeping fee under $10 a month and a 0.125% advisory fee.
What do alternatives to Fidelity Workplace Investing cost?
At 25 employees Fidelity Workplace Investing lists at $100 a month; the lowest-priced alternatives compared here are Human Interest ($205, $105 more), Betterment at Work ($225, $125 more), and Principal Financial Group ($295, $195 more), at list price.
How much does Fidelity Workplace Investing cost per month?
On its lowest published plan ($100 flat), Fidelity Workplace Investing comes to about $100 a month for 10 employees and $100 for 50, at list price before add-ons and taxes; the Fidelity Advantage 401(k) plan lists at $100/mo. How that compares across the category: What 401(k) providers costs.
What does Fidelity Workplace Investing charge beyond the subscription?
Fidelity Workplace Investing lists 2 extra costs: Participant recordkeeping fee under $10 a month and 0.125% investment advisory fee on participant balances.
Does Fidelity Workplace Investing charge an implementation fee?
Yes. Fidelity Workplace Investing lists an implementation fee: $500.
Who makes Fidelity Workplace Investing?
Fidelity Workplace Investing (a 401(k) providers provider) is sold by FMR LLC, founded in 1946 and headquartered in Boston, Massachusetts, USA. Its plans and contract terms are set by FMR LLC; see the FMR LLC company profile for the products it sells and its ownership.
Get exact Fidelity Workplace Investing quotes for your team
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