No enrollment fee; 0% on index options, up to 0.82% on active funds· #4
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Fidelity Investments / UNIQUE College Investing Plan
Fidelity 529 (New Hampshire)
Fidelity index funds and zero-fee options
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.
✓ 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
Scores
Overall
8.9
Safety
9.2
Value
9.1
Ease
9.2
Quality
8.9
Specifications
annual Fees0%–0.82%
minimum Contribution$0
open To All Statestrue
morningstar RatingSilver
tax DeductionVaries by state
8.9
out of 10
#4 Best for Fidelity Investors
No enrollment fee; 0% on index options, up to 0.82% on active funds
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