Translate Retirement Statement
Forward your 401(k), IRA, or pension statement. Get a plain-English breakdown of balances, fees, allocation, and whether you're maximizing your employer match.
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Subject
Fwd: Q1 401(k) statement - help understanding
Can you explain my 401(k) statement? I want to know if I'm on track and if my fees are too high.
---------- Forwarded message ---------
From: Fidelity <retirement@fidelity.com>
Date: Apr 1, 2026
Subject: Your quarterly 401(k) statement
To: sam@email.com
[Attached: 401(k) statement showing $87,000 balance, 6% contribution, 4% employer match, 3 fund holdings with expense ratios, and YTD performance.]
---------- Forwarded message ---------
From: Fidelity <retirement@fidelity.com>
Date: Apr 1, 2026
Subject: Your quarterly 401(k) statement
To: sam@email.com
[Attached: 401(k) statement showing $87,000 balance, 6% contribution, 4% employer match, 3 fund holdings with expense ratios, and YTD performance.]
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