Fidelity 529 (New Hampshire)
Parent Rankings Score
8.9/ 10 · Editorially reviewed
Fidelity index funds and zero-fee options
No enrollment fee; 0% on index options, up to 0.82% on active funds
Why We Like It
For families already using Fidelity for retirement accounts, consolidating college savings here makes the most sense. Fidelity's ZERO index funds offer genuinely no-fee investing, and the planning tools make it easy to project your savings trajectory.
Editor's Verdict
Best for Fidelity Investors in 529 plans.
8.9/10
Pros & Cons
Pros
- Zero-expense-ratio Fidelity index funds available
- Excellent online tools and calculators for planning
- Integrates seamlessly with existing Fidelity accounts
Cons
- NH plan offers no state tax deduction for non-NH residents
- Some fund options have higher fees than Vanguard equivalents
Score Breakdown
Safety
9.2
Value
9.1
Ease
9.2
Quality
8.9
Overall Score
8.9
Plans were evaluated on total expense ratios, investment option quality, state tax benefit value, flexibility for non-residents, and platform usability.
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