Head-to-head · Stock Plan Administration Software
Fidelity Stock Plan Services vs Shareworks
Fidelity Stock Plan Services leads on 0 checks, Shareworks on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreFidelity Stock Plan Services · 9.2/10
- Most featuresFidelity Stock Plan Services · 5 of 6
Fidelity Stock Plan Services scores higher on our rubric for stock plan administration software: 9.2 against 8.9 out of 10; our editors rank them #2 and #4.
Fidelity Stock Plan Services is the better fit for large employers managing varied equity plans. Shareworks is the better fit for mid-market and enterprise global equity programs.
- Fidelity Stock Plan Services fits best
Large employers managing varied equity plans
- Shareworks fits best
Mid-market and enterprise global equity programs
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Side by side
| Feature | Fidelity Stock Plan Services 9.2/10 Visit ↗ | Shareworks 8.9/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 9.2 | 8.9 |
| Ranking | #2 in Stock Plan Administration Software | #4 in Stock Plan Administration Software |
| Best for | Large employers managing varied equity plans | Mid-market and enterprise global equity programs |
| Pricing model | Paid | Paid |
| Starting price | Pricing on request | Pricing on request |
| Free plan | Not checked yet | Not checked yet |
| Free trial | — | — |
| Deployment | Cloud, Mobile | Cloud |
| Platforms | Web, iOS, Android | Web |
| Support | Phone, Docs | Docs, Email, Phone |
| Built for | Mid-market, Enterprise | Mid-market, Enterprise |
| Features Fidelity Stock Plan Services 5/6 · Shareworks 0/6 | ||
| Employee grants | ✓ (best) | Not checked yet |
| ESPP administration | ✓ (best) | Not checked yet |
| Option exercise | ✓ (best) | Not checked yet |
| Tax withholding | ✓ (best) | Not checked yet |
| Participant portal | ✓ (best) | Not checked yet |
| Reporting and exports | Not checked yet | Not checked yet |
| Specs | ||
| Participant limit | Not checked yet | Not checked yet |
| Our review | ||
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| Cons |
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| Our verdict | Fidelity Stock Plan Services provides recordkeeping and administrative services for employers’ equity compensation plans, with participant-facing tools in Fidelity NetBenefits. It supports stock options, employee stock purchase plans,… Read the review → |
Shareworks is a cloud-based equity compensation platform for private and public companies, with a fit for mid-market and enterprise organizations managing global programs. Administrators can create custom plans, report on awards, model… Read the review → |
Strengths and trade-offs
Fidelity Stock Plan Services — where it wins
- Supports options, ESPPs, restricted stock, performance awards, and SARs
- Participants can enroll, accept grants, exercise options, and make tax elections
- NetBenefits supports account viewing, trading, and moving money on mobile
Where it doesn't
- Pricing requires contacting sales
- Plan administration sits alongside services from the company or other providers
- Participant share management depends on Fidelity accounts
Shareworks — where it wins
- Create custom global plans and model budgeting and forecasting scenarios
- Support 409A valuations, Section 16 events, and audit-ready financial reporting
- Give employees tools to view awards, make elections, exercise, and sell shares
Where it doesn't
- Published award types cover RSUs, stock options, and employee stock purchase plans
- Pricing requires contacting sales
- HRIS data sharing is the specified integration pathway
- Fidelity Stock Plan Services9.2/10 · Pricing on request
A full-service option for employers administering multiple equity plan types and participant activity.
Visit FidelityFull verdict → - Shareworks8.9/10 · Pricing on request
Global plan administration with employee award actions, reporting, and regulatory-event support.
Visit ShareworksFull verdict →
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- Morgan Stanley at Work vs Shareworks
- Shareworks vs Equity Edge Online
All stock plan administration software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Last updated · How we research and update