Allocation Gaps
See how your actual allocation compares to your target—and where you may be off track.
Clearer retirement decisions start here
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Analyze your holdings, allocation, fund costs, overlap, and potential risks in one clear view.
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Your IRA X-RayScan Complete
Target vs. Actual Allocation
Target
- U.S. Stocks60%
- Intl. Stocks20%
- Bonds15%
- Alternatives5%
Actual
- U.S. Stocks72%
- Intl. Stocks10%
- Bonds12%
- Alternatives6%
Allocation Breakdown
- U.S. Stocks72%
- Intl. Stocks10%
- Bonds12%
- Alternatives6%
Expense Ratio (weighted avg.)
Your IRA
0.72%
Peer Average
0.32%
You may be paying more than necessary.
View Cost AnalysisFunds
24
Overlap Score
High
Risk Level
Above Moderate
Data as of
May 7, 2024
Your IRA May Look Simple.
The Details Rarely Are.
Hidden Fund Costs
Uncover high expense ratios that can quietly erode your long-term returns.
Portfolio Overlap
Identify redundant holdings that reduce diversification and add unnecessary risk.
Concentration & Risk
Spot concentrations and risk factors that could impact your retirement goals.
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1Upload or Enter Holdings
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Thomas Mercer, CFP®
Mercer Wealth Partners
Austin, TX · 12 miles away
FiduciaryFee-Only
Specialties: Retirement Planning, IRA/401(k) Rollovers, Investment Management
4.9 (47 reviews)
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