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AI Agent Enterprise 401(k) Plan Management System Active

Fee Analyzer Agent

Benchmarks all fee categories against database of 827 peer plans (similar size/industry). Calculates total plan cost in basis points, determines peer percentile ranking, and identifies savings opportunities.

Agent ID
fee-agent
Sector Wealth Management & Investment Advisory
Status
Operational

Problem Statement

The challenge addressed

ERISA requires fees to be 'reasonable'—but determining reasonableness requires benchmarking against peer plans. Excessive fees are the leading cause of 401(k) litigation.

Core Logic

How the agent solves it

Benchmarks all fee categories against database of 827 peer plans (similar size/industry). Calculates total plan cost in basis points, determines peer percentile ranking, and identifies savings opportu...

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