Fiduciary Decisions vs ERISA
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Fiduciary Decisions
This app allows licensed users to track client meetings, preparation time, and travel hours for defined contribution plans. It integrates with benchmarking reports, providing a log of all work and meetings for each plan. Users can add notes and staff hours for comprehensive record-keeping.
- Client selection from plan list
- Track meeting, prep, and travel hours
- Add additional staff hours
- Custom notes for entries
- Log of all work and meetings
- Integration with benchmarking reports
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Fiduciary Decisions & Insights (FDi) is the industry leader for independent, comprehensive, informative and cost-effective benchmarking services for the Defined Contribution space. FDi’s Meeting and Hours Tracker is a mobile app version of all of the great functionality that you value from the Fiduciary Decision's website including: - Ability to select your clients from your plan list - Drop downs to select from work and meeting types that align with the categories from the Value and Fee Benchmarking report - Tracking of meeting, prep & follow-up and travel hours - Ability to add additional staff hours - Custom notes for each entry - Log to view all work and meetings for a plan - Meeting & Hours Tracker is integrated with the Value and Fee Benchmarking Report so your last 12 months entries will automatically be pulled into your current benchmarking report requests This app is only available to licensed Fiduciary Decisions & Insights users with valid login credentials and requires Wi-Fi or cellular data to function (no offline access). Please contact us with any support needs or feedback suggestions via phone at 866-516-4909, via email at service@fiduciarydecisions.com or visit us at www.fiduciarydecisions.com
ERISA
Manage your retirement savings on the go. Enroll in your plan, forecast future income, and monitor your investment performance. Securely upload documents and access financial learning resources.
- Retirement plan enrollment
- Income forecast
- Balance and performance monitoring
- Contribution adjustments
- Investment selection and rebalancing
- Secure document upload
- Financial learning center
- Beneficiary management
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Keep your retirement account within reach with the mobile benefits app from ERISA. FEATURES • Enrollment: Register and enroll in your plan in minutes • Forecast: Get a retirement income forecast • Monitor: Check your balance and investment performance • Save: Change your paycheck contributions • Invest: Choose and rebalance investments • Upload: Snap photos of documents and submit them securely • Learn: Explore and grow with our financial learning center • Plan: Manage beneficiaries and other account settings • Biometrics: Use face or fingerprint for fast, secure login • Espanol: Usa la aplicación en español
Screenshots
Verdict
The clearest difference is rating: Fiduciary Decisions at 5.0 against ERISA's 2.4. Fiduciary Decisions also leads on iOS requirement (15.1 vs 17.0). ERISA's advantage is update cadence (every 2 months vs every 11 months) and ratings volume (5 vs 1). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Fiduciary Decisions holds the better App Store score, 5.0 against 2.4. That said, the two scores are not equally well evidenced: ERISA has 5 ratings behind it against 1, so its average is the more settled of the two.
Fiduciary Decisions ships an update every 11 months, ERISA every 2 months. The most recent releases landed on November 2, 2026 and November 7, 2026 respectively.
| Parameter | Fiduciary Decisions | ERISA |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | 2.4 (5 ratings) |
| Positive reviews | — | 0.0% of reviews |
| Number of ratings | 1 | 5 — better |
| Update frequency | Every 11 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.1 — better | 17.0 |
| Further details — not scored | ||
| Size | 24 MB | 34 MB |
| Age rating | 4+ | 4+ |
| Developer | Fiduciary Benchmarks | Schwab Retirement Technologies Inc. |
Customer experience
Fiduciary Decisions
ERISA
In-app purchases
Fiduciary Decisions
No in-app purchases
ERISA
No in-app purchases
Questions
Is Fiduciary Decisions free?
Is ERISA free?
Which has better reviews, Fiduciary Decisions or ERISA?
Do Fiduciary Decisions or ERISA have ads?
Which is updated more often, Fiduciary Decisions or ERISA?
Other comparisons
